AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
1726
$3K ﹤0.01%
+35
1727
$3K ﹤0.01%
+58
1728
$3K ﹤0.01%
+25
1729
$3K ﹤0.01%
35
1730
$3K ﹤0.01%
23
+9
1731
$3K ﹤0.01%
30
1732
$3K ﹤0.01%
75
1733
$3K ﹤0.01%
50
1734
$3K ﹤0.01%
331
+9
1735
$3K ﹤0.01%
+35
1736
$3K ﹤0.01%
189
+10
1737
$3K ﹤0.01%
58
+37
1738
$3K ﹤0.01%
450
1739
$3K ﹤0.01%
50
1740
$3K ﹤0.01%
+75
1741
$3K ﹤0.01%
100
1742
$3K ﹤0.01%
+20
1743
$3K ﹤0.01%
176
1744
$3K ﹤0.01%
250
1745
$3K ﹤0.01%
35
1746
$3K ﹤0.01%
+30
1747
$3K ﹤0.01%
+1,255
1748
$3K ﹤0.01%
100
+58
1749
$3K ﹤0.01%
+2
1750
$3K ﹤0.01%
+595
68 69
70
71 72