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
1701
$2K ﹤0.01%
15
+4
1702
$2K ﹤0.01%
15
1703
$2K ﹤0.01%
17
1704
$2K ﹤0.01%
70
+38
1705
$2K ﹤0.01%
25
1706
$1K ﹤0.01%
+20
1707
$1K ﹤0.01%
57
1708
$1K ﹤0.01%
500
1709
$1K ﹤0.01%
35
1710
$1K ﹤0.01%
16
+5
1711
$1K ﹤0.01%
25
+20
1712
$1K ﹤0.01%
15
-5
1713
$1K ﹤0.01%
18
1714
$1K ﹤0.01%
50
1715
$1K ﹤0.01%
51
1716
$1K ﹤0.01%
20
+10
1717
$1K ﹤0.01%
10
-15
1718
$1K ﹤0.01%
5
-7
1719
$1K ﹤0.01%
40
1720
$1K ﹤0.01%
+15
1721
$1K ﹤0.01%
35
+10
1722
$1K ﹤0.01%
200
1723
$1K ﹤0.01%
30
+5
1724
$1K ﹤0.01%
50
1725
$1K ﹤0.01%
14
67 68
69
70 71