AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
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
+$18.4M
2
+$8.86M
3
+$7.69M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$6.06M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.21M

Top Sells

1
+$87M
2
+$54.7M
3
+$43.2M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$31.4M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$28M

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
1626
$3K ﹤0.01%
147
1627
$3K ﹤0.01%
270
1628
$3K ﹤0.01%
+100
1629
$3K ﹤0.01%
300
1630
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+100
1631
$3K ﹤0.01%
10
1632
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+11
1633
$3K ﹤0.01%
84
-22
1634
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91
-109
1635
$3K ﹤0.01%
+200
1636
$3K ﹤0.01%
33
1637
$3K ﹤0.01%
89
1638
$3K ﹤0.01%
34
-11
1639
$3K ﹤0.01%
50
1640
$3K ﹤0.01%
115
1641
$3K ﹤0.01%
147
1642
$3K ﹤0.01%
133
1643
$3K ﹤0.01%
80
+60
1644
$3K ﹤0.01%
31
-218
1645
$3K ﹤0.01%
+170
1646
$3K ﹤0.01%
+15
1647
$3K ﹤0.01%
49
+29
1648
$2K ﹤0.01%
+27
1649
$2K ﹤0.01%
20
1650
$2K ﹤0.01%
10
64 65
66
67 68