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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
$1.62B
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%
10
1827
$2K ﹤0.01%
+110
1828
$2K ﹤0.01%
30
1829
$2K ﹤0.01%
26
+5
1830
$2K ﹤0.01%
+413
1831
$2K ﹤0.01%
+77
1832
$2K ﹤0.01%
+100
1833
$2K ﹤0.01%
+15
1834
$2K ﹤0.01%
100
1835
$2K ﹤0.01%
+30
1836
$2K ﹤0.01%
38
+5
1837
$2K ﹤0.01%
+39
1838
$2K ﹤0.01%
17
1839
$2K ﹤0.01%
9
1840
$2K ﹤0.01%
100
1841
$2K ﹤0.01%
54
1842
$2K ﹤0.01%
300
1843
$2K ﹤0.01%
98
1844
$2K ﹤0.01%
+80
1845
$2K ﹤0.01%
181
1846
$2K ﹤0.01%
17
1847
$2K ﹤0.01%
180
-19
1848
$2K ﹤0.01%
+25
1849
$2K ﹤0.01%
29
-500
1850
$2K ﹤0.01%
1,000
72 73
74
75 76