AFNAS

American Financial Network Advisory Services Portfolio holdings

AUM $66.9M
1-Year Est. Return 1.58%
This Quarter Est. Return
1 Year Est. Return
+1.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
-$7.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$14.7M
3
+$3.95M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.33M
5
VFH icon
Vanguard Financials ETF
VFH
+$1.24M

Top Sells

1
+$9.51M
2
+$8.66M
3
+$5.69M
4
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$2.05M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.63M

Sector Composition

1 Technology 7.37%
2 Healthcare 6.79%
3 Financials 4.08%
4 Consumer Discretionary 3.22%
5 Industrials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
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