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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
2151
$0 ﹤0.01%
+10
2152
$0 ﹤0.01%
14
2153
$0 ﹤0.01%
5
2154
– –
0
2155
$0 ﹤0.01%
+3
2156
$0 ﹤0.01%
+19
2157
– –
-25
2158
$0 ﹤0.01%
+20
2159
– –
-162
2160
– –
-146
2161
– –
-300
2162
– –
-1,951
2163
$0 ﹤0.01%
5
2164
$0 ﹤0.01%
+5
2165
$0 ﹤0.01%
5
2166
– –
-324
2167
– –
0
2168
$0 ﹤0.01%
+5
2169
– –
-500
2170
$0 ﹤0.01%
+15
2171
$0 ﹤0.01%
+5
2172
$0 ﹤0.01%
1
2173
$0 ﹤0.01%
10
2174
– –
-385
2175
– –
-7,400
85 86
87
88 89