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
$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%
+265
1677
$2K ﹤0.01%
135
1678
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65
-6
1679
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30
1680
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35
-14
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+30
1682
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30
1683
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85
-765
1684
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+140
1685
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18
1686
$2K ﹤0.01%
700
1687
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2
1688
$2K ﹤0.01%
+26
1689
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40
-218
1690
$2K ﹤0.01%
5,000
1691
$2K ﹤0.01%
+19
1692
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+19
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+70
1694
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+51
1695
$2K ﹤0.01%
18
-184
1696
$2K ﹤0.01%
+131
1697
$2K ﹤0.01%
12
1698
$2K ﹤0.01%
35
-562
1699
$2K ﹤0.01%
30
-300
1700
$2K ﹤0.01%
+20
66 67
68
69 70