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
1951
$1K ﹤0.01%
+53
1952
$1K ﹤0.01%
+5
1953
$1K ﹤0.01%
32
1954
$1K ﹤0.01%
25
1955
$1K ﹤0.01%
+25
1956
$1K ﹤0.01%
5
1957
$1K ﹤0.01%
+5
1958
$1K ﹤0.01%
27
1959
$1K ﹤0.01%
27
1960
$1K ﹤0.01%
9
+7
1961
$1K ﹤0.01%
155
1962
$1K ﹤0.01%
41
+20
1963
$1K ﹤0.01%
22
+9
1964
$1K ﹤0.01%
+80
1965
$1K ﹤0.01%
159
1966
$1K ﹤0.01%
+5
1967
$1K ﹤0.01%
3
1968
$1K ﹤0.01%
+27
1969
$1K ﹤0.01%
34
1970
$1K ﹤0.01%
60
1971
$1K ﹤0.01%
8
1972
$1K ﹤0.01%
51
1973
$1K ﹤0.01%
21
+5
1974
$1K ﹤0.01%
12
1975
$1K ﹤0.01%
+5
77 78
79
80 81