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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
$1.02B
AUM Growth
-$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,241
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$9.22M
3
+$8.35M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$6.56M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.41M

Top Sells

1
+$88M
2
+$60.1M
3
+$47M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$34.2M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$30.2M

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%
+108
1727
$2K ﹤0.01%
30
-300
1728
$2K ﹤0.01%
+20
1729
$2K ﹤0.01%
100
-263
1730
$2K ﹤0.01%
65
+35
1731
$2K ﹤0.01%
72
1732
$2K ﹤0.01%
+62
1733
$2K ﹤0.01%
7
-8
1734
$2K ﹤0.01%
66
-292
1735
$2K ﹤0.01%
35
1736
$2K ﹤0.01%
36
1737
$2K ﹤0.01%
18
+8
1738
$2K ﹤0.01%
118
1739
$2K ﹤0.01%
+45
1740
$2K ﹤0.01%
620
+411
1741
$2K ﹤0.01%
129
-43,293
1742
$2K ﹤0.01%
1,641
1743
$2K ﹤0.01%
200
1744
$1K ﹤0.01%
20
-10,249
1745
$1K ﹤0.01%
18
1746
$1K ﹤0.01%
50
1747
$1K ﹤0.01%
8
-9
1748
$1K ﹤0.01%
+10
1749
$1K ﹤0.01%
40
1750
$1K ﹤0.01%
+20
68 69
70
71 72