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
176
$1.78M 0.11%
9,762
+799
177
$1.75M 0.11%
13,563
+886
178
$1.74M 0.11%
14,784
+4,552
179
$1.71M 0.11%
8,247
+61
180
$1.7M 0.1%
24,100
+60
181
$1.68M 0.1%
18,018
+522
182
$1.66M 0.1%
110,483
+16,184
183
$1.66M 0.1%
18,981
+5,682
184
$1.65M 0.1%
22,800
+8,621
185
$1.62M 0.1%
13,431
+884
186
$1.61M 0.1%
54,517
-2,675
187
$1.6M 0.1%
13,149
-6,046
188
$1.57M 0.1%
24,751
-247
189
$1.57M 0.1%
36,391
+5,806
190
$1.56M 0.1%
11,642
+4,275
191
$1.52M 0.09%
19,044
-4,102
192
$1.52M 0.09%
37,770
+6,209
193
$1.49M 0.09%
24,790
+1,250
194
$1.49M 0.09%
98,753
-1,400
195
$1.47M 0.09%
69,999
-17,688
196
$1.45M 0.09%
10,962
-381
197
$1.45M 0.09%
44,671
+11,845
198
$1.45M 0.09%
6,764
-28
199
$1.44M 0.09%
5,377
+127
200
$1.42M 0.09%
62,137
+2,909
6 7
8
9 10