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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
1801
$1K ﹤0.01%
90
+75
1802
$1K ﹤0.01%
20
1803
$1K ﹤0.01%
+6
1804
$1K ﹤0.01%
20
-9
1805
$1K ﹤0.01%
+15
1806
$1K ﹤0.01%
+10
1807
$1K ﹤0.01%
25
1808
$1K ﹤0.01%
15
-30
1809
$1K ﹤0.01%
100
1810
$1K ﹤0.01%
25
+5
1811
$1K ﹤0.01%
+19
1812
$1K ﹤0.01%
+15
1813
$1K ﹤0.01%
8
-5
1814
$1K ﹤0.01%
115
-627
1815
$1K ﹤0.01%
19
-84
1816
$1K ﹤0.01%
+38
1817
$1K ﹤0.01%
322
1818
$1K ﹤0.01%
12
1819
$1K ﹤0.01%
+11
1820
$1K ﹤0.01%
62
1821
$1K ﹤0.01%
200
1822
$1K ﹤0.01%
20
1823
$1K ﹤0.01%
413
1824
$1K ﹤0.01%
2,000
-2,250
1825
$1K ﹤0.01%
10
71 72
73
74 75