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
1601
$6K ﹤0.01%
300
1602
$6K ﹤0.01%
80
-144
1603
$6K ﹤0.01%
260
+35
1604
$6K ﹤0.01%
561
1605
$6K ﹤0.01%
52
1606
$6K ﹤0.01%
138
1607
$6K ﹤0.01%
1,000
1608
$6K ﹤0.01%
130
-21
1609
$6K ﹤0.01%
64
1610
$6K ﹤0.01%
45
+15
1611
$6K ﹤0.01%
45
-7
1612
$6K ﹤0.01%
27
1613
$6K ﹤0.01%
+87
1614
$6K ﹤0.01%
120
1615
$6K ﹤0.01%
350
-746
1616
$6K ﹤0.01%
195
+10
1617
$6K ﹤0.01%
64
+5
1618
$5K ﹤0.01%
41
1619
$5K ﹤0.01%
300
-2,000
1620
$5K ﹤0.01%
934
+442
1621
$5K ﹤0.01%
60
+40
1622
$5K ﹤0.01%
141
+10
1623
$5K ﹤0.01%
+56
1624
$5K ﹤0.01%
117
1625
$5K ﹤0.01%
92
+40
63 64
65
66 67