American Financial Network Advisory Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
|
+$20.3K |
| 2 |
Moelis & Co
MC
|
+$14.1K |
| 3 |
iShares International Treasury Bond ETF
IGOV
|
+$13.7K |
| 4 |
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
|
+$11K |
| 5 |
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
|
+$10.9K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg Convertible Securities ETF
CWB
|
+$10.8M |
| 2 |
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
|
+$4.94M |
| 3 |
Amgen
AMGN
|
+$4.76M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$4.54M |
| 5 |
Invesco Preferred ETF
PGX
|
+$4.51M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 64.36% |
| 2 | Technology | 6.91% |
| 3 | Healthcare | 6.47% |
| 4 | Financials | 5.47% |
| 5 | Industrials | 5.16% |
Similar funds
American Financial Network Advisory Services's Q1 2018 Portfolio in Review
As of Q1 2018, American Financial Network Advisory Services held 691 positions worth $192M, down 20% from $238M the previous quarter. Its ten largest holdings account for 35% of the portfolio.
American Financial Network Advisory Services withdrew a net $240M in Q1 2018, closing 518 positions and reducing 154 holdings. Its most notable exit was Invesco Preferred ETF, an estimated $4.51M position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 64% of assets, up from 59% a quarter earlier, followed by Technology and Healthcare.
Against the trend, American Financial Network Advisory Services opened a new position in State Street SPDR Bloomberg International Corporate Bond ETF worth $8.26M.
- American Financial Network Advisory Services's largest Q1 2018 buy was State Street SPDR Bloomberg International Corporate Bond ETF: 564 shares worth $8.26M.
- American Financial Network Advisory Services's biggest Q1 2018 reduction was State Street SPDR Bloomberg Convertible Securities ETF, cutting an estimated $10.8M.
- American Financial Network Advisory Services fully exited Invesco Preferred ETF in Q1 2018, selling an estimated $4.51M.
- American Financial Network Advisory Services's ten largest holdings make up 35% of its $192M portfolio in Q1 2018.
- American Financial Network Advisory Services opened 17 new positions and closed 518 in Q1 2018.
- American Financial Network Advisory Services's portfolio value fell 20% quarter-over-quarter to $192M.
Based on American Financial Network Advisory Services's 13F filing for Q1 2018, filed 15 May 2018.