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
$183K
AUM Growth
-$7.37K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$10.1K
2
+$5.92K
3
+$1.74K
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$1.7K
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$1.47K

Top Sells

1
+$8.26K
2
+$7.29K
3
+$6.32K
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$4.75K
5
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$1.85K

Sector Composition

1 Technology 7.72%
2 Healthcare 7.02%
3 Financials 5.5%
4 Industrials 4.9%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.4K 6.74%
306
-2
2
$10.2K 5.53%
527
+521
3
$8.88K 4.82%
685
-19
4
$5.92K 3.21%
+529
5
$5.26K 2.86%
281
-11
6
$4.23K 2.3%
812
-32
7
$3.61K 1.96%
716
-16
8
$3.07K 1.67%
175
-1
9
$2.63K 1.43%
304
-4
10
$2.5K 1.36%
200
-4
11
$2.48K 1.35%
293
-5
12
$2.46K 1.34%
148
-9
13
$2.38K 1.29%
150
-7
14
$2.37K 1.28%
234
-1
15
$2.19K 1.19%
398
-18
16
$2.12K 1.15%
79
-8
17
$1.97K 1.07%
273
+6
18
$1.9K 1.03%
176
-11
19
$1.86K 1.01%
7,640
-200
20
$1.85K 1%
208
-20
21
$1.81K 0.98%
59
+1
22
$1.74K 0.94%
+121
23
$1.74K 0.94%
120
-2
24
$1.7K 0.92%
+104
25
$1.6K 0.87%
103
-6
1
2 3 4 5