AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
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
+$8.87M
2
+$7.63M
3
+$7.3M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$6.68M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.31M

Top Sells

1
+$4.98M
2
+$4.1M
3
+$3.87M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.92M
5
ETN icon
Eaton
ETN
+$2.71M

Sector Composition

1 Technology 6.64%
2 Healthcare 4.26%
3 Financials 3.94%
4 Industrials 3.91%
5 Consumer Discretionary 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.42M 0.09%
19,563
+3,297
202
$1.41M 0.09%
13,197
+8,818
203
$1.4M 0.09%
8,637
+156
204
$1.39M 0.09%
6,405
+266
205
$1.39M 0.09%
6,325
-5,445
206
$1.38M 0.09%
10,115
+30
207
$1.38M 0.08%
117,296
-8,273
208
$1.36M 0.08%
4,285
-250
209
$1.36M 0.08%
13,847
210
$1.35M 0.08%
13,799
-9,276
211
$1.35M 0.08%
45,660
-2,988
212
$1.35M 0.08%
12,187
-805
213
$1.33M 0.08%
10,317
-391
214
$1.33M 0.08%
27,163
+667
215
$1.32M 0.08%
7,612
+3,344
216
$1.32M 0.08%
11,262
+2,550
217
$1.31M 0.08%
22,259
+3,156
218
$1.3M 0.08%
3,625
+265
219
$1.3M 0.08%
22,707
-1,679
220
$1.28M 0.08%
6,371
+170
221
$1.28M 0.08%
25,416
+25,168
222
$1.28M 0.08%
14,642
-2,156
223
$1.27M 0.08%
4,906
-230
224
$1.24M 0.08%
22,555
+19,762
225
$1.24M 0.08%
11,522
-121
7 8
9
10 11