AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
1876
$1K ﹤0.01%
+5
1877
$1K ﹤0.01%
22
1878
$1K ﹤0.01%
45
1879
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42
1880
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+15
1881
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+5
1882
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+70
1883
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1884
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+21
1885
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60
1886
$1K ﹤0.01%
+15
1887
$1K ﹤0.01%
1
1888
$1K ﹤0.01%
75
1889
$1K ﹤0.01%
+10
1890
$1K ﹤0.01%
+15
1891
$1K ﹤0.01%
209
1892
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70
1893
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1894
$1K ﹤0.01%
6
1895
$1K ﹤0.01%
+5
1896
$1K ﹤0.01%
+25
1897
$1K ﹤0.01%
5
1898
$1K ﹤0.01%
+5
1899
$1K ﹤0.01%
9
+7
1900
$1K ﹤0.01%
155
74 75
76
77 78