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
$1.62B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,204
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$7.63M
3
+$7.3M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$6.68M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.31M

Top Sells

1
+$4.98M
2
+$4.1M
3
+$3.87M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.92M
5
ETN icon
Eaton
ETN
+$2.71M

Sector Composition

1 Technology 6.64%
2 Healthcare 4.26%
3 Financials 3.94%
4 Industrials 3.91%
5 Consumer Discretionary 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$3K ﹤0.01%
100
1752
$3K ﹤0.01%
+219
1753
$3K ﹤0.01%
68
1754
$3K ﹤0.01%
66
-340
1755
$3K ﹤0.01%
72
1756
$3K ﹤0.01%
+68
1757
$3K ﹤0.01%
+10
1758
$3K ﹤0.01%
+25
1759
$3K ﹤0.01%
9
1760
$3K ﹤0.01%
+116
1761
$3K ﹤0.01%
500
1762
$3K ﹤0.01%
13
-285
1763
$3K ﹤0.01%
+230
1764
$3K ﹤0.01%
+140
1765
$3K ﹤0.01%
+190
1766
$3K ﹤0.01%
71
-280
1767
$3K ﹤0.01%
+1,145
1768
$3K ﹤0.01%
18
1769
$3K ﹤0.01%
15
-85
1770
$3K ﹤0.01%
+57
1771
$3K ﹤0.01%
300
1772
$3K ﹤0.01%
+275
1773
$3K ﹤0.01%
+138
1774
$3K ﹤0.01%
20
1775
$3K ﹤0.01%
8,745
+5,250
69 70
71
72 73