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
1976
$1K ﹤0.01%
+10
1977
$1K ﹤0.01%
33
1978
$1K ﹤0.01%
25
1979
$1K ﹤0.01%
34
1980
$1K ﹤0.01%
27
+6
1981
$1K ﹤0.01%
+20
1982
$1K ﹤0.01%
17
+15
1983
$0 ﹤0.01%
10
1984
$0 ﹤0.01%
+75
1985
$0 ﹤0.01%
1
1986
– –
-750
1987
– –
-50
1988
$0 ﹤0.01%
+5
1989
– –
-4,175
1990
– –
-310
1991
$0 ﹤0.01%
+5
1992
– –
-500
1993
$0 ﹤0.01%
22
1994
$0 ﹤0.01%
+10
1995
– –
0
1996
$0 ﹤0.01%
+3
1997
– –
-2,178
1998
– –
-1,018
1999
– –
-1,800
2000
$0 ﹤0.01%
17
78 79
80
81 82