AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,204
New
Increased
Reduced
Closed

Top Buys

1 +$8.87M
2 +$7.63M
3 +$7.3M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$6.68M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.31M

Top Sells

1 +$4.98M
2 +$4.1M
3 +$3.87M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.92M
5
ETN icon
Eaton
ETN
+$2.71M

Sector Composition

1 Technology 6.64%
2 Healthcare 4.26%
3 Financials 3.94%
4 Industrials 3.91%
5 Consumer Discretionary 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
$7K ﹤0.01%
117
1577
$7K ﹤0.01%
65
+5
1578
$7K ﹤0.01%
106
+2
1579
$7K ﹤0.01%
142
+53
1580
$7K ﹤0.01%
527
1581
$7K ﹤0.01%
96
1582
$7K ﹤0.01%
50
1583
$7K ﹤0.01%
100
1584
$7K ﹤0.01%
288
1585
$7K ﹤0.01%
250
1586
$6K ﹤0.01%
100
-8
1587
$6K ﹤0.01%
39
1588
$6K ﹤0.01%
400
1589
$6K ﹤0.01%
110
1590
$6K ﹤0.01%
+88
1591
$6K ﹤0.01%
500
1592
$6K ﹤0.01%
53
-40
1593
$6K ﹤0.01%
19
1594
$6K ﹤0.01%
+90
1595
$6K ﹤0.01%
26
1596
$6K ﹤0.01%
1,000
1597
$6K ﹤0.01%
157
+3
1598
$6K ﹤0.01%
20
+10
1599
$6K ﹤0.01%
+54
1600
$6K ﹤0.01%
+99