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
1651
$2K ﹤0.01%
5,000
1652
$2K ﹤0.01%
+19
1653
$2K ﹤0.01%
+19
1654
$2K ﹤0.01%
+70
1655
$2K ﹤0.01%
+51
1656
$2K ﹤0.01%
18
-184
1657
$2K ﹤0.01%
+131
1658
$2K ﹤0.01%
387
-588
1659
$2K ﹤0.01%
88
1660
$2K ﹤0.01%
150
-200
1661
$2K ﹤0.01%
12
1662
$2K ﹤0.01%
35
-562
1663
$2K ﹤0.01%
17
+10
1664
$2K ﹤0.01%
+15
1665
$2K ﹤0.01%
+60
1666
$2K ﹤0.01%
+108
1667
$2K ﹤0.01%
30
-300
1668
$2K ﹤0.01%
+20
1669
$2K ﹤0.01%
100
-263
1670
$2K ﹤0.01%
65
+35
1671
$2K ﹤0.01%
72
1672
$2K ﹤0.01%
7
-2
1673
$2K ﹤0.01%
+62
1674
$2K ﹤0.01%
7
-8
1675
$2K ﹤0.01%
66
-292
65 66
67
68 69