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
1676
$2K ﹤0.01%
42
-16
1677
$2K ﹤0.01%
300
1678
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30
1679
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204
1680
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140
1681
$2K ﹤0.01%
500
1682
$2K ﹤0.01%
+126
1683
$2K ﹤0.01%
58
1684
$2K ﹤0.01%
91
1685
$2K ﹤0.01%
230
1686
$2K ﹤0.01%
40
1687
$2K ﹤0.01%
30
1688
$2K ﹤0.01%
55
+40
1689
$2K ﹤0.01%
100
1690
$2K ﹤0.01%
18
1691
$2K ﹤0.01%
700
1692
$2K ﹤0.01%
+15
1693
$2K ﹤0.01%
25
+23
1694
$2K ﹤0.01%
133
1695
$2K ﹤0.01%
41
-5
1696
$2K ﹤0.01%
213
+37
1697
$2K ﹤0.01%
+54
1698
$2K ﹤0.01%
31
1699
$2K ﹤0.01%
98
1700
$2K ﹤0.01%
170
66 67
68
69 70