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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
1951
– –
-9
1952
– –
-29
1953
$0 ﹤0.01%
10
-10
1954
$0 ﹤0.01%
250
1955
$0 ﹤0.01%
20
-21
1956
$0 ﹤0.01%
10
+5
1957
– –
-16
1958
– –
-1,800
1959
– –
-25
1960
$0 ﹤0.01%
12
1961
– –
-28
1962
– –
-1,430
1963
– –
-70
1964
$0 ﹤0.01%
3
1965
$0 ﹤0.01%
5
1966
– –
-2,574
1967
– –
-137
1968
– –
0
1969
– –
-3
1970
– –
-6
1971
– –
-1,032
1972
– –
-69
1973
– –
-27
1974
– –
-17
1975
– –
-794
77 78
79
80 81