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
1701
$2K ﹤0.01%
118
1702
$2K ﹤0.01%
+45
1703
$2K ﹤0.01%
620
+411
1704
$2K ﹤0.01%
129
-43,293
1705
$2K ﹤0.01%
1,641
1706
$2K ﹤0.01%
200
1707
$2K ﹤0.01%
75
+30
1708
$2K ﹤0.01%
+265
1709
$2K ﹤0.01%
135
1710
$2K ﹤0.01%
+680
1711
$2K ﹤0.01%
400
1712
$2K ﹤0.01%
65
-6
1713
$2K ﹤0.01%
30
1714
$2K ﹤0.01%
35
-14
1715
$2K ﹤0.01%
+30
1716
$2K ﹤0.01%
204
1717
$2K ﹤0.01%
55
-1,139
1718
$2K ﹤0.01%
+140
1719
$2K ﹤0.01%
500
1720
$2K ﹤0.01%
+58
1721
$2K ﹤0.01%
230
1722
$2K ﹤0.01%
40
-67,072
1723
$2K ﹤0.01%
+53
1724
$2K ﹤0.01%
30
1725
$2K ﹤0.01%
85
-765
67 68
69
70 71