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
1651
$5K ﹤0.01%
450
1652
$5K ﹤0.01%
500
1653
$5K ﹤0.01%
600
1654
$5K ﹤0.01%
115
1655
$5K ﹤0.01%
304
1656
$5K ﹤0.01%
225
1657
$5K ﹤0.01%
134
1658
$5K ﹤0.01%
+61
1659
$5K ﹤0.01%
84
+5
1660
$5K ﹤0.01%
+137
1661
$5K ﹤0.01%
152
1662
$5K ﹤0.01%
1,000
-500
1663
$5K ﹤0.01%
79
+69
1664
$5K ﹤0.01%
1,000
-7,000
1665
$5K ﹤0.01%
1,600
+1,075
1666
$4K ﹤0.01%
48
+40
1667
$4K ﹤0.01%
66
1668
$4K ﹤0.01%
177
+164
1669
$4K ﹤0.01%
22
+17
1670
$4K ﹤0.01%
+200
1671
$4K ﹤0.01%
100
1672
$4K ﹤0.01%
170
1673
$4K ﹤0.01%
112
1674
$4K ﹤0.01%
154
1675
$4K ﹤0.01%
191
65 66
67
68 69