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

Top Buys

1
+$5.75M
2
+$4.76M
3
+$3.38M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.61M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.61M

Top Sells

1
+$1.1M
2
+$1.06M
3
+$1.05M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$946K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$822K

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%
30
1652
$2K ﹤0.01%
143
-1,812
1653
$2K ﹤0.01%
165
1654
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36
1655
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32
-50
1656
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+31
1657
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150
+140
1658
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+120
1659
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13
+1
1660
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35
1661
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126
1662
$2K ﹤0.01%
100
1663
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+19
1664
$2K ﹤0.01%
50
1665
$2K ﹤0.01%
620
1666
$2K ﹤0.01%
118
1667
$2K ﹤0.01%
150
1668
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20
+14
1669
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+125
1670
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200
1671
$2K ﹤0.01%
265
1672
$2K ﹤0.01%
64
-92
1673
$2K ﹤0.01%
400
1674
$2K ﹤0.01%
60
-5
1675
$2K ﹤0.01%
35
+5
65 66
67
68 69