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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
2176
– –
-237
2177
– –
-3,150
2178
– –
-20
2179
– –
-5
2180
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0
2181
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-133
2182
– –
0
2183
$0 ﹤0.01%
+15
2184
– –
-2,956
2185
$0 ﹤0.01%
+5
2186
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-50
2187
– –
-62
2188
– –
0
2189
– –
-500
2190
$0 ﹤0.01%
10
2191
$0 ﹤0.01%
+75
2192
$0 ﹤0.01%
1
2193
– –
-750
2194
– –
-50
2195
$0 ﹤0.01%
+5
2196
– –
-4,175
2197
– –
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2198
$0 ﹤0.01%
+5
2199
– –
-500
2200
$0 ﹤0.01%
22
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