AFNAS
American Financial Network Advisory Services Portfolio holdings
AUM
$66.9M
This Quarter Return
-12.83%
1 Year Return
+1.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(-25%)
Cap. Flow
-$20.2M
Cap. Flow
% of AUM
-14.44%
Top 10 Holdings %
Top 10 Hldgs %
34.52%
Holding
183
New
6
Increased
7
Reduced
132
Closed
21
Top Buys
| 1 |
iShares Russell Mid-Cap ETF
IWR
|
$546K |
| 2 |
CVS Health
CVS
|
$327K |
| 3 |
Tesla
TSLA
|
$260K |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$218K |
| 5 |
Starbucks
SBUX
|
$212K |
Top Sells
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
$1.24M |
| 2 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$1.17M |
| 3 |
AET
Aetna Inc
AET
|
$1.12M |
| 4 |
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
|
$921K |
| 5 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$842K |
Sector Composition
| 1 | Healthcare | 8.62% |
| 2 | Technology | 7.44% |
| 3 | Industrials | 5.16% |
| 4 | Financials | 4.84% |
| 5 | Consumer Discretionary | 3.82% |
