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
$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
1751
$3K ﹤0.01%
+20
1752
$3K ﹤0.01%
176
1753
$3K ﹤0.01%
100
1754
$3K ﹤0.01%
+219
1755
$3K ﹤0.01%
68
1756
$3K ﹤0.01%
66
-340
1757
$3K ﹤0.01%
72
1758
$3K ﹤0.01%
+68
1759
$3K ﹤0.01%
+10
1760
$3K ﹤0.01%
+25
1761
$3K ﹤0.01%
9
1762
$3K ﹤0.01%
+116
1763
$3K ﹤0.01%
500
1764
$3K ﹤0.01%
13
-285
1765
$3K ﹤0.01%
+230
1766
$3K ﹤0.01%
+140
1767
$3K ﹤0.01%
+190
1768
$3K ﹤0.01%
71
-280
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