AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
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
+$18.4M
2
+$8.86M
3
+$7.69M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$6.06M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.21M

Top Sells

1
+$87M
2
+$54.7M
3
+$43.2M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$31.4M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$28M

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%
35
1677
$2K ﹤0.01%
36
1678
$2K ﹤0.01%
18
+8
1679
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+30
1680
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58
-25
1681
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27
+20
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100
1684
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450
1685
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9
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50
1687
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169
+36
1688
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176
1689
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12
-39
1690
$2K ﹤0.01%
50
+35
1691
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126
1692
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460
1693
$2K ﹤0.01%
+31
1694
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5
-1
1695
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2
+1
1696
$2K ﹤0.01%
+55
1697
$2K ﹤0.01%
100
-25
1698
$2K ﹤0.01%
44
-5
1699
$2K ﹤0.01%
50
1700
$2K ﹤0.01%
168
66 67
68
69 70