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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
1776
$1K ﹤0.01%
75
1777
$1K ﹤0.01%
+10
1778
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+7
1779
$1K ﹤0.01%
+20
1780
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18
-52
1781
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8
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1782
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1784
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40
1785
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+5
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$1K ﹤0.01%
75
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100
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$1K ﹤0.01%
5
-7
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206
-866
1790
$1K ﹤0.01%
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1791
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+34
1792
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45
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6
+4
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$1K ﹤0.01%
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$1K ﹤0.01%
70
1796
$1K ﹤0.01%
15
1797
$1K ﹤0.01%
6
1798
$1K ﹤0.01%
68
1799
$1K ﹤0.01%
35
-9
1800
$1K ﹤0.01%
20
+15
70 71
72
73 74