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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
$999M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,095
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.23M
3
+$3.55M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.91M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.88M

Top Sells

1
+$1.22M
2
+$1.16M
3
+$1.06M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$960K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$910K

Sector Composition

1 Technology 7.11%
2 Healthcare 5.77%
3 Financials 4.46%
4 Industrials 4.36%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$0 ﹤0.01%
24
+1
1852
$0 ﹤0.01%
40
1853
– –
-10
1854
– –
-850
1855
– –
0
1856
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2
-4
1857
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-53
1858
– –
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1859
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-500
1860
$0 ﹤0.01%
+30
1861
$0 ﹤0.01%
+5
1862
$0 ﹤0.01%
+2
1863
– –
-6,000
1864
$0 ﹤0.01%
20
1865
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-15
1866
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-1,150
1867
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-115
1868
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-1,418
1869
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1870
$0 ﹤0.01%
10
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+5
1872
$0 ﹤0.01%
27
1873
$0 ﹤0.01%
25
1874
– –
-5
1875
$0 ﹤0.01%
3
-201
73 74
75
76 77