AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
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
+$8.87M
2
+$7.63M
3
+$7.3M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$6.68M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.31M

Top Sells

1
+$4.98M
2
+$4.1M
3
+$3.87M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.92M
5
ETN icon
Eaton
ETN
+$2.71M

Sector Composition

1 Technology 6.64%
2 Healthcare 4.26%
3 Financials 3.94%
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%
+135
1827
$2K ﹤0.01%
44
1828
$2K ﹤0.01%
+20
1829
$2K ﹤0.01%
+50
1830
$2K ﹤0.01%
+204
1831
$2K ﹤0.01%
57
-167
1832
$2K ﹤0.01%
20
1833
$2K ﹤0.01%
100
1834
$2K ﹤0.01%
10
1835
$2K ﹤0.01%
+110
1836
$2K ﹤0.01%
30
1837
$2K ﹤0.01%
26
+5
1838
$2K ﹤0.01%
+413
1839
$2K ﹤0.01%
+77
1840
$2K ﹤0.01%
+100
1841
$2K ﹤0.01%
+15
1842
$2K ﹤0.01%
100
1843
$2K ﹤0.01%
+5
1844
$2K ﹤0.01%
38
+5
1845
$2K ﹤0.01%
+39
1846
$2K ﹤0.01%
+2
1847
$2K ﹤0.01%
17
1848
$2K ﹤0.01%
9
1849
$2K ﹤0.01%
100
1850
$2K ﹤0.01%
54
72 73
74
75 76