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
1726
$2K ﹤0.01%
+140
1727
$2K ﹤0.01%
204
-115
1728
$2K ﹤0.01%
295
-135
1729
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18
1730
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700
1731
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2
1732
$2K ﹤0.01%
+26
1733
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46
+10
1734
$2K ﹤0.01%
176
1735
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10
-3
1736
$2K ﹤0.01%
17
+12
1737
$2K ﹤0.01%
40
-218
1738
$2K ﹤0.01%
+10
1739
$2K ﹤0.01%
98
1740
$2K ﹤0.01%
33
1741
$2K ﹤0.01%
+17
1742
$2K ﹤0.01%
4
-33
1743
$2K ﹤0.01%
25
1744
$1K ﹤0.01%
+28
1745
$1K ﹤0.01%
42
+19
1746
$1K ﹤0.01%
+30
1747
$1K ﹤0.01%
+100
1748
$1K ﹤0.01%
45
-174
1749
$1K ﹤0.01%
20
1750
$1K ﹤0.01%
+6
68 69
70
71 72