AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
-$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,241
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$8.86M
3
+$7.69M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$6.06M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.21M

Top Sells

1
+$87M
2
+$54.7M
3
+$43.2M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$31.4M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$28M

Sector Composition

1 Technology 7.36%
2 Healthcare 5.98%
3 Financials 4.67%
4 Industrials 4.52%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$4K ﹤0.01%
+934
1577
$4K ﹤0.01%
86
-838
1578
$4K ﹤0.01%
258
1579
$4K ﹤0.01%
900
1580
$4K ﹤0.01%
607
+3
1581
$3K ﹤0.01%
220
1582
$3K ﹤0.01%
23
-39
1583
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34
1584
$3K ﹤0.01%
+123
1585
$3K ﹤0.01%
+61
1586
$3K ﹤0.01%
259
-1,500
1587
$3K ﹤0.01%
71
+30
1588
$3K ﹤0.01%
36
+5
1589
$3K ﹤0.01%
110
1590
$3K ﹤0.01%
100
1591
$3K ﹤0.01%
+250
1592
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+12
1593
$3K ﹤0.01%
100
1594
$3K ﹤0.01%
570
1595
$3K ﹤0.01%
191
1596
$3K ﹤0.01%
62
-146
1597
$3K ﹤0.01%
+128
1598
$3K ﹤0.01%
100
-21
1599
$3K ﹤0.01%
75
-270
1600
$3K ﹤0.01%
54
62 63
64
65 66