AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
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
+$18.4M
2
+$8.86M
3
+$7.69M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$6.06M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.21M

Top Sells

1
+$87M
2
+$54.7M
3
+$43.2M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$31.4M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$28M

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
1801
$1K ﹤0.01%
40
1802
$1K ﹤0.01%
58
1803
$1K ﹤0.01%
30
1804
$1K ﹤0.01%
+8
1805
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+16
1806
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25
1807
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1808
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30
-82
1809
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45
-130
1810
$1K ﹤0.01%
+17
1811
$1K ﹤0.01%
50
1812
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+5
1813
$1K ﹤0.01%
75
1814
$1K ﹤0.01%
100
1815
$1K ﹤0.01%
5
-7
1816
$1K ﹤0.01%
206
-866
1817
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-50
1818
$1K ﹤0.01%
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1819
$1K ﹤0.01%
45
-15
1820
$1K ﹤0.01%
6
+4
1821
$1K ﹤0.01%
23
1822
$1K ﹤0.01%
70
1823
$1K ﹤0.01%
15
1824
$1K ﹤0.01%
6
1825
$1K ﹤0.01%
68
71 72
73
74 75