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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
1751
$1K ﹤0.01%
57
1752
$1K ﹤0.01%
+12
1753
$1K ﹤0.01%
500
1754
$1K ﹤0.01%
35
1755
$1K ﹤0.01%
11
-30
1756
$1K ﹤0.01%
+19
1757
$1K ﹤0.01%
48
-1,352
1758
$1K ﹤0.01%
20
1759
$1K ﹤0.01%
55
+40
1760
$1K ﹤0.01%
10
1761
$1K ﹤0.01%
25
+15
1762
$1K ﹤0.01%
40
1763
$1K ﹤0.01%
25
-10
1764
$1K ﹤0.01%
25
1765
$1K ﹤0.01%
50
1766
$1K ﹤0.01%
14
1767
$1K ﹤0.01%
40
1768
$1K ﹤0.01%
30
-10
1769
$1K ﹤0.01%
+11
1770
$1K ﹤0.01%
43
1771
$1K ﹤0.01%
10
-1,245
1772
$1K ﹤0.01%
25
-100
1773
$1K ﹤0.01%
45
-285
1774
$1K ﹤0.01%
+47
1775
$1K ﹤0.01%
154
69 70
71
72 73