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
1801
$2K ﹤0.01%
85
1802
$2K ﹤0.01%
86
-5
1803
$2K ﹤0.01%
30
1804
$2K ﹤0.01%
103
+25
1805
$2K ﹤0.01%
42
+15
1806
$2K ﹤0.01%
11
1807
$2K ﹤0.01%
40
-40
1808
$2K ﹤0.01%
50
-40
1809
$2K ﹤0.01%
58
1810
$2K ﹤0.01%
+15
1811
$2K ﹤0.01%
6
-99
1812
$2K ﹤0.01%
+125
1813
$2K ﹤0.01%
+4
1814
$2K ﹤0.01%
1,000
1815
$2K ﹤0.01%
+8
1816
$2K ﹤0.01%
49
+35
1817
$2K ﹤0.01%
+17
1818
$2K ﹤0.01%
+45
1819
$2K ﹤0.01%
225
1820
$2K ﹤0.01%
70
1821
$2K ﹤0.01%
+47
1822
$2K ﹤0.01%
6
1823
$2K ﹤0.01%
57
1824
$2K ﹤0.01%
+37
1825
$2K ﹤0.01%
357
71 72
73
74 75