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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
$1.62B
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
2001
$0 ﹤0.01%
5
2002
– –
0
2003
$0 ﹤0.01%
+5
2004
$0 ﹤0.01%
3
2005
– –
-1,692
2006
– –
0
2007
– –
-50
2008
$0 ﹤0.01%
5
2009
– –
-3
2010
$0 ﹤0.01%
+5
2011
$0 ﹤0.01%
60
2012
$0 ﹤0.01%
39
2013
$0 ﹤0.01%
4
-1
2014
$0 ﹤0.01%
3
2015
$0 ﹤0.01%
2
2016
$0 ﹤0.01%
16
-123
2017
$0 ﹤0.01%
5
2018
– –
-12
2019
$0 ﹤0.01%
21
2020
– –
0
2021
$0 ﹤0.01%
62
2022
$0 ﹤0.01%
3
-14
2023
$0 ﹤0.01%
3
2024
$0 ﹤0.01%
+15
2025
$0 ﹤0.01%
6
79 80
81
82 83