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
$1.62B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,204
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$7.46M
3
+$7.09M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$6.68M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.1M

Top Sells

1
+$5.01M
2
+$4.13M
3
+$3.75M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.85M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.69M

Sector Composition

1 Technology 6.63%
2 Healthcare 4.26%
3 Financials 3.99%
4 Industrials 3.91%
5 Consumer Discretionary 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$4K ﹤0.01%
200
1702
$4K ﹤0.01%
133
1703
$4K ﹤0.01%
47
1704
$4K ﹤0.01%
250
-7,750
1705
$4K ﹤0.01%
103
1706
$4K ﹤0.01%
102
1707
$4K ﹤0.01%
300
1708
$4K ﹤0.01%
258
1709
$4K ﹤0.01%
39
-14
1710
$3K ﹤0.01%
100
1711
$3K ﹤0.01%
178
1712
$3K ﹤0.01%
12
+7
1713
$3K ﹤0.01%
+25
1714
$3K ﹤0.01%
100
1715
$3K ﹤0.01%
14
+5
1716
$3K ﹤0.01%
30
1717
$3K ﹤0.01%
75
1718
$3K ﹤0.01%
50
1719
$3K ﹤0.01%
331
+9
1720
$3K ﹤0.01%
+35
1721
$3K ﹤0.01%
189
+10
1722
$3K ﹤0.01%
58
+37
1723
$3K ﹤0.01%
450
1724
$3K ﹤0.01%
50
1725
$3K ﹤0.01%
+75
67 68
69
70 71