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
1801
$2K ﹤0.01%
100
1802
$2K ﹤0.01%
+5
1803
$2K ﹤0.01%
54
1804
$2K ﹤0.01%
403
-1,572
1805
$2K ﹤0.01%
300
1806
$2K ﹤0.01%
98
1807
$2K ﹤0.01%
4
-60
1808
$2K ﹤0.01%
+334
1809
$2K ﹤0.01%
10
+3
1810
$2K ﹤0.01%
26
1811
$2K ﹤0.01%
+25
1812
$2K ﹤0.01%
35
1813
$2K ﹤0.01%
50
1814
$2K ﹤0.01%
+7
1815
$2K ﹤0.01%
100
1816
$2K ﹤0.01%
+20
1817
$2K ﹤0.01%
+30
1818
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26
1819
$2K ﹤0.01%
52
1820
$2K ﹤0.01%
90
-9
1821
$2K ﹤0.01%
20
1822
$2K ﹤0.01%
86
-5
1823
$2K ﹤0.01%
30
1824
$2K ﹤0.01%
103
+25
1825
$2K ﹤0.01%
42
+15
71 72
73
74 75