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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
2151
$0 ﹤0.01%
2
2152
$0 ﹤0.01%
6
-9
2153
$0 ﹤0.01%
9
2154
$0 ﹤0.01%
74
-260
2155
$0 ﹤0.01%
5
2156
$0 ﹤0.01%
+5
2157
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-162
2158
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-3,000
2159
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-1
2160
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-4
2161
– –
-59
2162
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2163
$0 ﹤0.01%
5
2164
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0
2165
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-6
2166
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2167
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-19
2168
– –
-600
2169
– –
-2,000
2170
– –
-928
2171
$0 ﹤0.01%
+1
2172
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-5
2173
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2174
– –
0
2175
– –
-50
85 86
87
88 89