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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
$1.02B
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
1901
$0 ﹤0.01%
21
1902
– –
-5
1903
– –
-632
1904
– –
-275
1905
– –
-185
1906
$0 ﹤0.01%
3
1907
– –
-80
1908
$0 ﹤0.01%
6
1909
– –
-138
1910
– –
0
1911
$0 ﹤0.01%
153
+10
1912
– –
-1,000
1913
$0 ﹤0.01%
33
-1,000
1914
– –
-27
1915
– –
-10
1916
– –
-323
1917
– –
-2,097
1918
$0 ﹤0.01%
100
1919
– –
-2,250
1920
– –
-5
1921
– –
-2,250
1922
– –
-1,500
1923
– –
-30
1924
$0 ﹤0.01%
1
1925
– –
-384
75 76
77
78 79