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
1826
$2K ﹤0.01%
11
1827
$2K ﹤0.01%
+15
1828
$2K ﹤0.01%
6
-99
1829
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+125
1830
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+4
1831
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1,000
1832
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+8
1833
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49
+35
1834
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+17
1835
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+47
1836
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6
1837
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57
1838
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+37
1839
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357
1840
$2K ﹤0.01%
+135
1841
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44
1842
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+20
1843
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1844
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26
+5
1845
$2K ﹤0.01%
+413
1846
$2K ﹤0.01%
+77
1847
$2K ﹤0.01%
+100
1848
$2K ﹤0.01%
+15
1849
$2K ﹤0.01%
38
+5
1850
$2K ﹤0.01%
+39
72 73
74
75 76