We are live on ! Find out more
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
1826
$1K ﹤0.01%
25
1827
$1K ﹤0.01%
100
1828
$1K ﹤0.01%
32
-10
1829
$1K ﹤0.01%
44
-126
1830
$1K ﹤0.01%
+28
1831
$1K ﹤0.01%
42
+19
1832
$1K ﹤0.01%
+30
1833
$1K ﹤0.01%
+100
1834
$1K ﹤0.01%
45
-174
1835
$1K ﹤0.01%
20
+5
1836
$1K ﹤0.01%
195
1837
$1K ﹤0.01%
58
1838
$1K ﹤0.01%
30
1839
$1K ﹤0.01%
+8
1840
$1K ﹤0.01%
+16
1841
$1K ﹤0.01%
25
1842
$1K ﹤0.01%
221
1843
$1K ﹤0.01%
30
-82
1844
$1K ﹤0.01%
45
-130
1845
$1K ﹤0.01%
+17
1846
$1K ﹤0.01%
50
1847
$0 ﹤0.01%
8
1848
– –
-1,207
1849
– –
-300
1850
– –
0
72 73
74
75 76