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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
+$18.6M
2
+$9.22M
3
+$8.35M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$6.56M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.41M

Top Sells

1
+$88M
2
+$60.1M
3
+$47M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$34.2M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$30.2M

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
1676
$2K ﹤0.01%
+55
1677
$2K ﹤0.01%
100
-25
1678
$2K ﹤0.01%
44
-5
1679
$2K ﹤0.01%
50
1680
$2K ﹤0.01%
168
1681
$2K ﹤0.01%
75
+30
1682
$2K ﹤0.01%
+265
1683
$2K ﹤0.01%
135
1684
$2K ﹤0.01%
+680
1685
$2K ﹤0.01%
400
1686
$2K ﹤0.01%
65
-6
1687
$2K ﹤0.01%
30
1688
$2K ﹤0.01%
35
-14
1689
$2K ﹤0.01%
+30
1690
$2K ﹤0.01%
204
1691
$2K ﹤0.01%
55
-1,139
1692
$2K ﹤0.01%
+140
1693
$2K ﹤0.01%
500
1694
$2K ﹤0.01%
+58
1695
$2K ﹤0.01%
230
1696
$2K ﹤0.01%
40
-67,072
1697
$2K ﹤0.01%
+53
1698
$2K ﹤0.01%
30
1699
$2K ﹤0.01%
85
-765
1700
$2K ﹤0.01%
+140
66 67
68
69 70