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
1676
$4K ﹤0.01%
10
+1
1677
$4K ﹤0.01%
47
1678
$4K ﹤0.01%
100
1679
$4K ﹤0.01%
136
+15
1680
$4K ﹤0.01%
125
1681
$4K ﹤0.01%
380
-1,322
1682
$4K ﹤0.01%
266
-1
1683
$4K ﹤0.01%
443
1684
$4K ﹤0.01%
85
+35
1685
$4K ﹤0.01%
+96
1686
$4K ﹤0.01%
102
+10
1687
$4K ﹤0.01%
50
1688
$4K ﹤0.01%
139
+100
1689
$4K ﹤0.01%
210
1690
$4K ﹤0.01%
105
+5
1691
$4K ﹤0.01%
100
1692
$4K ﹤0.01%
66
1693
$4K ﹤0.01%
981
+980
1694
$4K ﹤0.01%
250
1695
$4K ﹤0.01%
737
1696
$4K ﹤0.01%
546
1697
$4K ﹤0.01%
89
+65
1698
$4K ﹤0.01%
32
1699
$4K ﹤0.01%
147
1700
$4K ﹤0.01%
700
66 67
68
69 70