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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
$999M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,095
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.23M
3
+$3.55M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.91M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.88M

Top Sells

1
+$1.22M
2
+$1.16M
3
+$1.06M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$960K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$910K

Sector Composition

1 Technology 7.11%
2 Healthcare 5.77%
3 Financials 4.46%
4 Industrials 4.36%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
– –
-54
2052
– –
0
2053
$0 ﹤0.01%
34
-470
2054
$0 ﹤0.01%
4
-44
2055
$0 ﹤0.01%
80
2056
$0 ﹤0.01%
+5
2057
$0 ﹤0.01%
+44
2058
$0 ﹤0.01%
7
2059
– –
0
2060
$0 ﹤0.01%
110
2061
– –
-367
2062
– –
-204
2063
$0 ﹤0.01%
14
2064
– –
-360
2065
– –
-16
2066
– –
-102
2067
$0 ﹤0.01%
+1
2068
– –
-20
2069
$0 ﹤0.01%
5
-22
2070
– –
0
2071
$0 ﹤0.01%
+1
2072
$0 ﹤0.01%
15
2073
$0 ﹤0.01%
1
2074
$0 ﹤0.01%
61
2075
– –
-1
80 81 82
83
84