AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$8.92M
2
+$7.46M
3
+$7.09M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$6.68M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.1M

Top Sells

1
+$5.01M
2
+$4.13M
3
+$3.75M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.85M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.69M

Sector Composition

1 Technology 6.63%
2 Healthcare 4.26%
3 Financials 3.99%
4 Industrials 3.91%
5 Consumer Discretionary 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$5K ﹤0.01%
394
1627
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90
1628
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82
1629
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200
1630
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50
-1,600
1631
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57
1632
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200
1633
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200
1634
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313
1635
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134
1636
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+61
1637
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41
1638
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300
-2,000
1639
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117
1640
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92
+40
1641
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+124
1642
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1643
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59
1644
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100
1645
$5K ﹤0.01%
1,000
1646
$5K ﹤0.01%
47
-6
1647
$5K ﹤0.01%
29
1648
$5K ﹤0.01%
+300
1649
$5K ﹤0.01%
126
+101
1650
$5K ﹤0.01%
50
64 65
66
67 68