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
1951
$1K ﹤0.01%
+84
1952
$1K ﹤0.01%
30
1953
$1K ﹤0.01%
+25
1954
$1K ﹤0.01%
50
1955
$1K ﹤0.01%
+15
1956
$1K ﹤0.01%
20
1957
$1K ﹤0.01%
+20
1958
$1K ﹤0.01%
+44
1959
$1K ﹤0.01%
29
-80
1960
$1K ﹤0.01%
77
+73
1961
$1K ﹤0.01%
+53
1962
$1K ﹤0.01%
+5
1963
$1K ﹤0.01%
32
1964
$1K ﹤0.01%
25
1965
$1K ﹤0.01%
27
1966
$1K ﹤0.01%
27
1967
$1K ﹤0.01%
+80
1968
$1K ﹤0.01%
159
1969
$1K ﹤0.01%
+5
1970
$1K ﹤0.01%
3
1971
$1K ﹤0.01%
+27
1972
$1K ﹤0.01%
34
1973
$1K ﹤0.01%
60
1974
$1K ﹤0.01%
8
1975
$1K ﹤0.01%
51
77 78
79
80 81