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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
$1.02B
AUM Growth
-$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,241
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$9.22M
3
+$8.35M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$6.56M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.41M

Top Sells

1
+$88M
2
+$60.1M
3
+$47M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$34.2M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$30.2M

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
1601
$3K ﹤0.01%
+52
1602
$3K ﹤0.01%
165
+110
1603
$3K ﹤0.01%
36
1604
$3K ﹤0.01%
330
-330
1605
$3K ﹤0.01%
47
1606
$3K ﹤0.01%
+35
1607
$3K ﹤0.01%
55
-16
1608
$3K ﹤0.01%
107
-159
1609
$3K ﹤0.01%
100
1610
$3K ﹤0.01%
+60
1611
$3K ﹤0.01%
620
1612
$3K ﹤0.01%
+100
1613
$3K ﹤0.01%
150
1614
$3K ﹤0.01%
78
-135
1615
$3K ﹤0.01%
115
1616
$3K ﹤0.01%
147
1617
$3K ﹤0.01%
270
1618
$3K ﹤0.01%
+100
1619
$3K ﹤0.01%
300
1620
$3K ﹤0.01%
+100
1621
$3K ﹤0.01%
10
1622
$3K ﹤0.01%
84
-22
1623
$3K ﹤0.01%
91
-109
1624
$3K ﹤0.01%
+200
1625
$3K ﹤0.01%
33
63 64
65
66 67