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
1926
$1K ﹤0.01%
+5
1927
$1K ﹤0.01%
+5
1928
$1K ﹤0.01%
1
1929
$1K ﹤0.01%
75
1930
$1K ﹤0.01%
+1
1931
$1K ﹤0.01%
+61
1932
$1K ﹤0.01%
+3
1933
$1K ﹤0.01%
+20
1934
$1K ﹤0.01%
+84
1935
$1K ﹤0.01%
30
1936
$1K ﹤0.01%
+25
1937
$1K ﹤0.01%
+10
1938
$1K ﹤0.01%
+15
1939
$1K ﹤0.01%
209
1940
$1K ﹤0.01%
70
1941
$1K ﹤0.01%
15
1942
$1K ﹤0.01%
6
1943
$1K ﹤0.01%
+5
1944
$1K ﹤0.01%
50
1945
$1K ﹤0.01%
+15
1946
$1K ﹤0.01%
20
1947
$1K ﹤0.01%
+20
1948
$1K ﹤0.01%
+44
1949
$1K ﹤0.01%
29
-80
1950
$1K ﹤0.01%
77
+73