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
1851
$2K ﹤0.01%
403
-1,572
1852
$2K ﹤0.01%
300
1853
$2K ﹤0.01%
98
1854
$2K ﹤0.01%
230
+137
1855
$2K ﹤0.01%
4
-60
1856
$2K ﹤0.01%
+80
1857
$2K ﹤0.01%
181
1858
$2K ﹤0.01%
17
1859
$2K ﹤0.01%
+20
1860
$2K ﹤0.01%
180
-19
1861
$2K ﹤0.01%
+25
1862
$1K ﹤0.01%
10
1863
$1K ﹤0.01%
+500
1864
$1K ﹤0.01%
+10
1865
$1K ﹤0.01%
+35
1866
$1K ﹤0.01%
+5
1867
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+5
1868
$1K ﹤0.01%
+5
1869
$1K ﹤0.01%
+4
1870
$1K ﹤0.01%
59
1871
$1K ﹤0.01%
5
+3
1872
$1K ﹤0.01%
6
1873
$1K ﹤0.01%
158
1874
$1K ﹤0.01%
20
1875
$1K ﹤0.01%
27
73 74
75
76 77