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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
1626
$3K ﹤0.01%
89
1627
$3K ﹤0.01%
34
-11
1628
$3K ﹤0.01%
50
1629
$3K ﹤0.01%
115
1630
$3K ﹤0.01%
147
1631
$3K ﹤0.01%
80
+60
1632
$3K ﹤0.01%
31
-218
1633
$3K ﹤0.01%
+170
1634
$3K ﹤0.01%
+15
1635
$3K ﹤0.01%
49
+29
1636
$3K ﹤0.01%
69
-27
1637
$3K ﹤0.01%
265
-1,100
1638
$3K ﹤0.01%
66
1639
$3K ﹤0.01%
+11
1640
$3K ﹤0.01%
36
+5
1641
$3K ﹤0.01%
110
1642
$3K ﹤0.01%
100
1643
$3K ﹤0.01%
220
1644
$3K ﹤0.01%
23
-39
1645
$3K ﹤0.01%
34
1646
$3K ﹤0.01%
+123
1647
$3K ﹤0.01%
+61
1648
$2K ﹤0.01%
126
1649
$2K ﹤0.01%
46
+10
1650
$2K ﹤0.01%
176
64 65
66
67 68