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
$999M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,095
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.23M
3
+$3.55M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.91M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.88M

Top Sells

1
+$1.22M
2
+$1.16M
3
+$1.06M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$960K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$910K

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%
98
1702
$2K ﹤0.01%
170
1703
$2K ﹤0.01%
15
+4
1704
$2K ﹤0.01%
15
1705
$2K ﹤0.01%
25
1706
$1K ﹤0.01%
10
+2
1707
$1K ﹤0.01%
10
1708
$1K ﹤0.01%
12
1709
$1K ﹤0.01%
62
1710
$1K ﹤0.01%
200
1711
$1K ﹤0.01%
+25
1712
$1K ﹤0.01%
20
1713
$1K ﹤0.01%
16
+5
1714
$1K ﹤0.01%
25
+20
1715
$1K ﹤0.01%
15
-5
1716
$1K ﹤0.01%
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1717
$1K ﹤0.01%
20
+10
1718
$1K ﹤0.01%
10
-15
1719
$1K ﹤0.01%
5
-7
1720
$1K ﹤0.01%
40
1721
$1K ﹤0.01%
+15
1722
$1K ﹤0.01%
35
+10
1723
$1K ﹤0.01%
40
1724
$1K ﹤0.01%
+15
1725
$1K ﹤0.01%
35
+5
67 68
69
70 71