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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
$999M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,095
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.23M
3
+$3.55M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.91M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.88M

Top Sells

1
+$1.22M
2
+$1.16M
3
+$1.06M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$960K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$910K

Sector Composition

1 Technology 7.11%
2 Healthcare 5.77%
3 Financials 4.46%
4 Industrials 4.36%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$2K ﹤0.01%
75
+5
1627
$2K ﹤0.01%
20
1628
$2K ﹤0.01%
100
1629
$2K ﹤0.01%
65
1630
$2K ﹤0.01%
+19
1631
$2K ﹤0.01%
50
1632
$2K ﹤0.01%
60
-5
1633
$2K ﹤0.01%
35
+5
1634
$2K ﹤0.01%
18
1635
$2K ﹤0.01%
700
1636
$2K ﹤0.01%
+15
1637
$2K ﹤0.01%
70
+38
1638
$2K ﹤0.01%
17
1639
$2K ﹤0.01%
22
+10
1640
$2K ﹤0.01%
20
1641
$2K ﹤0.01%
16
-2
1642
$2K ﹤0.01%
40
-40
1643
$2K ﹤0.01%
50
-5
1644
$2K ﹤0.01%
88
1645
$2K ﹤0.01%
110
1646
$2K ﹤0.01%
24
+7
1647
$2K ﹤0.01%
60
1648
$2K ﹤0.01%
108
1649
$2K ﹤0.01%
30
1650
$2K ﹤0.01%
35
+25
64 65
66
67 68