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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
$1.02B
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
2126
– –
-192
2127
– –
-17,041
2128
– –
-255
2129
$0 ﹤0.01%
22
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2130
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-15
2131
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-128
2132
– –
-300
2133
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2134
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-31
2135
$0 ﹤0.01%
5
-20
2136
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-1,200
2137
– –
-20
2138
– –
-15
2139
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-15
2140
– –
-261
2141
$0 ﹤0.01%
+25
2142
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-5
2143
$0 ﹤0.01%
15
-9
2144
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-17
2145
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2146
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-54
2147
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-77
2148
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2149
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-5
2150
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-30
84 85
86
87 88