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
1926
$1K ﹤0.01%
4
-4
1927
$1K ﹤0.01%
+5
1928
$1K ﹤0.01%
+10
1929
$1K ﹤0.01%
43
1930
$1K ﹤0.01%
+12
1931
$1K ﹤0.01%
9
1932
$1K ﹤0.01%
20
1933
$1K ﹤0.01%
22
1934
$1K ﹤0.01%
+2
1935
$1K ﹤0.01%
200
1936
$1K ﹤0.01%
10
-677
1937
$1K ﹤0.01%
195
1938
$1K ﹤0.01%
23
1939
$1K ﹤0.01%
15
1940
$1K ﹤0.01%
47
1941
$1K ﹤0.01%
+10
1942
$1K ﹤0.01%
9
1943
$1K ﹤0.01%
+11
1944
$1K ﹤0.01%
+16
1945
$1K ﹤0.01%
+5
1946
$1K ﹤0.01%
+5
1947
$1K ﹤0.01%
+1
1948
$1K ﹤0.01%
+61
1949
$1K ﹤0.01%
+3
1950
$1K ﹤0.01%
+20
76 77
78
79 80