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
$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%
108
1627
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30
1628
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100
1629
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65
1630
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72
1631
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154
1632
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7
1633
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36
1634
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6
-6
1635
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+31
1636
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150
+140
1637
$2K ﹤0.01%
+120
1638
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+19
1639
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50
1640
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620
1641
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118
1642
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20
+14
1643
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64
-92
1644
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204
1645
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140
1646
$2K ﹤0.01%
500
1647
$2K ﹤0.01%
+126
1648
$2K ﹤0.01%
58
1649
$2K ﹤0.01%
91
1650
$2K ﹤0.01%
230
64 65
66
67 68