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
1801
$2K ﹤0.01%
250
1802
$2K ﹤0.01%
100
1803
$2K ﹤0.01%
85
1804
$2K ﹤0.01%
86
-5
1805
$2K ﹤0.01%
30
1806
$2K ﹤0.01%
103
+25
1807
$2K ﹤0.01%
42
+15
1808
$2K ﹤0.01%
11
1809
$2K ﹤0.01%
40
-40
1810
$2K ﹤0.01%
50
-40
1811
$2K ﹤0.01%
+15
1812
$2K ﹤0.01%
6
-99
1813
$2K ﹤0.01%
+125
1814
$2K ﹤0.01%
+4
1815
$2K ﹤0.01%
1,000
1816
$2K ﹤0.01%
+8
1817
$2K ﹤0.01%
49
+35
1818
$2K ﹤0.01%
+17
1819
$2K ﹤0.01%
+45
1820
$2K ﹤0.01%
225
1821
$2K ﹤0.01%
70
1822
$2K ﹤0.01%
+47
1823
$2K ﹤0.01%
6
1824
$2K ﹤0.01%
57
1825
$2K ﹤0.01%
+37
71 72
73
74 75