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
$1.62B
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
1776
$2K ﹤0.01%
+3
1777
$2K ﹤0.01%
58
1778
$2K ﹤0.01%
+204
1779
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35
1780
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+334
1781
$2K ﹤0.01%
10
+3
1782
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41
+7
1783
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+25
1784
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67
1785
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29
-500
1786
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1787
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+25
1788
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35
1789
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50
1790
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+7
1791
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100
1792
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1794
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$2K ﹤0.01%
+55
1796
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+30
1797
$2K ﹤0.01%
26
1798
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52
1799
$2K ﹤0.01%
90
-9
1800
$2K ﹤0.01%
20
70 71
72
73 74