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
1651
$2K ﹤0.01%
40
1652
$2K ﹤0.01%
55
+40
1653
$2K ﹤0.01%
100
1654
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18
1655
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17
1656
$2K ﹤0.01%
70
+38
1657
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20
1658
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5,000
1659
$2K ﹤0.01%
220
1660
$2K ﹤0.01%
75
+5
1661
$2K ﹤0.01%
16
-2
1662
$2K ﹤0.01%
40
-40
1663
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50
-5
1664
$2K ﹤0.01%
88
1665
$2K ﹤0.01%
110
1666
$2K ﹤0.01%
24
+7
1667
$2K ﹤0.01%
35
+25
1668
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102
-129
1669
$2K ﹤0.01%
20
1670
$2K ﹤0.01%
191
1671
$2K ﹤0.01%
25
1672
$2K ﹤0.01%
9
1673
$2K ﹤0.01%
30
1674
$2K ﹤0.01%
143
-1,812
1675
$2K ﹤0.01%
165
65 66
67
68 69