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
1626
$5K ﹤0.01%
+124
1627
$5K ﹤0.01%
+97
1628
$5K ﹤0.01%
23
+7
1629
$5K ﹤0.01%
+164
1630
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+175
1631
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19
+9
1632
$5K ﹤0.01%
394
1633
$5K ﹤0.01%
90
1634
$5K ﹤0.01%
82
1635
$5K ﹤0.01%
59
1636
$5K ﹤0.01%
200
1637
$5K ﹤0.01%
100
1638
$5K ﹤0.01%
1,000
1639
$5K ﹤0.01%
47
-6
1640
$5K ﹤0.01%
29
1641
$5K ﹤0.01%
+300
1642
$5K ﹤0.01%
126
+101
1643
$5K ﹤0.01%
50
-1,600
1644
$5K ﹤0.01%
57
1645
$5K ﹤0.01%
200
1646
$5K ﹤0.01%
200
1647
$5K ﹤0.01%
313
1648
$5K ﹤0.01%
50
1649
$5K ﹤0.01%
+91
1650
$5K ﹤0.01%
400
64 65
66
67 68