We are live on ! Find out more
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
1976
$0 ﹤0.01%
10
1977
$0 ﹤0.01%
+30
1978
– –
-13,870
1979
– –
-54
1980
$0 ﹤0.01%
60
1981
– –
-39
1982
– –
-102
1983
$0 ﹤0.01%
1
1984
– –
-6,032
1985
– –
0
1986
– –
-2,146
1987
– –
-200
1988
– –
-1
1989
– –
-919
1990
– –
-45
1991
$0 ﹤0.01%
48
-283
1992
– –
-35
1993
– –
-172
1994
– –
-593
1995
$0 ﹤0.01%
16
-42
1996
$0 ﹤0.01%
+80
1997
$0 ﹤0.01%
7
1998
$0 ﹤0.01%
110
1999
– –
-3
2000
– –
-19
78 79
80
81 82