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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
1926
– –
-4,222
1927
– –
-180
1928
$0 ﹤0.01%
1,495
-8,000
1929
– –
-27
1930
$0 ﹤0.01%
20
1931
$0 ﹤0.01%
26
-1
1932
– –
-2
1933
$0 ﹤0.01%
247
1934
$0 ﹤0.01%
823
1935
– –
-534
1936
– –
-1,600
1937
– –
-117
1938
– –
-540
1939
$0 ﹤0.01%
1
-49
1940
$0 ﹤0.01%
4
1941
– –
-816
1942
$0 ﹤0.01%
5
1943
$0 ﹤0.01%
18
+1
1944
$0 ﹤0.01%
9
+1
1945
$0 ﹤0.01%
85
+3
1946
– –
-97
1947
– –
-3
1948
– –
-30
1949
– –
-7
1950
– –
0
76 77
78
79 80