AFNAS
American Financial Network Advisory Services Portfolio holdings
AUM
$66.9M
1-Year Return
1.58%
This Quarter Return
+4.29%
1 Year Return
+1.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$238M
AUM Growth
+$5.56M
(+2.4%)
Cap. Flow
-$3.43M
Cap. Flow
% of AUM
-1.44%
Top 10 Holdings %
Top 10 Hldgs %
19.48%
Holding
822
New
40
Increased
123
Reduced
258
Closed
145
Top Buys
| 1 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
+$1.42M |
| 2 |
First Trust Preferred Securities and Income ETF
FPE
|
+$950K |
| 3 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
+$886K |
| 4 |
Alibaba
BABA
|
+$827K |
| 5 |
iShares US Aerospace & Defense ETF
ITA
|
+$695K |
Top Sells
| 1 |
Amgen
AMGN
|
+$1.29M |
| 2 |
Advanced Micro Devices
AMD
|
+$748K |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
+$562K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$555K |
| 5 |
GE Aerospace
GE
|
+$462K |
Sector Composition
| 1 | Technology | 6.85% |
| 2 | Healthcare | 6.53% |
| 3 | Industrials | 6.28% |
| 4 | Financials | 5.02% |
| 5 | Communication Services | 3.9% |
