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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
$999M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,095
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.23M
3
+$3.55M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.91M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.88M

Top Sells

1
+$1.22M
2
+$1.16M
3
+$1.06M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$960K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$910K

Sector Composition

1 Technology 7.11%
2 Healthcare 5.77%
3 Financials 4.46%
4 Industrials 4.36%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
$1K ﹤0.01%
19
1802
$1K ﹤0.01%
15
1803
$1K ﹤0.01%
40
1804
$1K ﹤0.01%
38
1805
$1K ﹤0.01%
10
1806
$1K ﹤0.01%
12
1807
$1K ﹤0.01%
62
1808
$1K ﹤0.01%
200
1809
$1K ﹤0.01%
+25
1810
$1K ﹤0.01%
20
1811
$1K ﹤0.01%
2,500
+500
1812
$1K ﹤0.01%
100
1813
$1K ﹤0.01%
60
+35
1814
$1K ﹤0.01%
14
-30
1815
$1K ﹤0.01%
65
+33
1816
$1K ﹤0.01%
213
1817
$1K ﹤0.01%
100
1818
$1K ﹤0.01%
25
-20
1819
$1K ﹤0.01%
23
1820
$1K ﹤0.01%
620
1821
$0 ﹤0.01%
1
1822
$0 ﹤0.01%
3
1823
– –
-100
1824
– –
-150
1825
– –
-60
71 72
73
74 75