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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$999M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,095
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.23M
3
+$3.55M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.91M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.88M

Top Sells

1
+$1.22M
2
+$1.16M
3
+$1.06M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$960K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$910K

Sector Composition

1 Technology 7.11%
2 Healthcare 5.77%
3 Financials 4.46%
4 Industrials 4.36%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$3K ﹤0.01%
45
+40
1577
$3K ﹤0.01%
12
1578
$3K ﹤0.01%
400
1579
$3K ﹤0.01%
67
+5
1580
$3K ﹤0.01%
+134
1581
$3K ﹤0.01%
67
+40
1582
$3K ﹤0.01%
55
+10
1583
$3K ﹤0.01%
50
1584
$3K ﹤0.01%
147
1585
$3K ﹤0.01%
2
1586
$3K ﹤0.01%
110
+91
1587
$3K ﹤0.01%
258
1588
$3K ﹤0.01%
+100
1589
$3K ﹤0.01%
9
+5
1590
$3K ﹤0.01%
669
1591
$3K ﹤0.01%
259
1592
$3K ﹤0.01%
150
1593
$3K ﹤0.01%
55
+20
1594
$3K ﹤0.01%
35
-1
1595
$3K ﹤0.01%
250
1596
$3K ﹤0.01%
35
1597
$3K ﹤0.01%
60
1598
$3K ﹤0.01%
443
1599
$3K ﹤0.01%
100
1600
$3K ﹤0.01%
207
+38
62 63
64
65 66