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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
1851
$2K ﹤0.01%
+8
1852
$2K ﹤0.01%
49
+35
1853
$2K ﹤0.01%
+17
1854
$2K ﹤0.01%
+45
1855
$2K ﹤0.01%
70
1856
$2K ﹤0.01%
+47
1857
$2K ﹤0.01%
6
1858
$2K ﹤0.01%
57
1859
$2K ﹤0.01%
+37
1860
$2K ﹤0.01%
357
1861
$2K ﹤0.01%
+135
1862
$1K ﹤0.01%
+5
1863
$1K ﹤0.01%
+5
1864
$1K ﹤0.01%
+5
1865
$1K ﹤0.01%
+10
1866
$1K ﹤0.01%
43
1867
$1K ﹤0.01%
+16
1868
$1K ﹤0.01%
+5
1869
$1K ﹤0.01%
+5
1870
$1K ﹤0.01%
+44
1871
$1K ﹤0.01%
10
1872
$1K ﹤0.01%
+500
1873
$1K ﹤0.01%
+10
1874
$1K ﹤0.01%
+35
1875
$1K ﹤0.01%
+5
73 74
75
76 77