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Claraphi Advisory Network Portfolio holdings

AUM $251M
1-Year Est. Return 9.29%
This Fund
S&P 500
This Quarter Est. Return
+0.48%
1 Year Est. Return
-9.29%
3 Year Est. Return
+88.33%
5 Year Est. Return
+135.31%
10 Year Est. Return
AUM
$165M
AUM Growth
-$5.45M
Cap. Flow
-$4.6M
Cap. Flow %
-2.79%
Top 10 Hldgs %
35.52%
Holding
446
New
205
Increased
82
Reduced
117
Closed
36

Sector Composition

Rank Sector Weight
1 Miscellaneous 61.89%
2 Technology 8.73%
3 Financials 5.29%
4 Healthcare 5.08%
5 Real Estate 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PSQ icon
426
ProShares Short QQQ
PSQ
$599M
0
QLYS icon
427
Qualys
QLYS
$6.47B
-3,719
Closed -$324K
REMX icon
428
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.27B
$0 ﹤0.01%
+4
New +$161
RMT
429
Royce Micro-Cap Trust
RMT
$758M
-31,161
Closed -$256K
SHV icon
430
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$0 ﹤0.01%
+1
New +$111
SO icon
431
Southern Company
SO
$101B
-8,829
Closed -$488K
SOXX icon
432
iShares Semiconductor ETF
SOXX
$41.6B
$0 ﹤0.01%
+3
New +$207
SPGI icon
433
S&P Global
SPGI
$130B
-907
Closed -$207K
SSNC icon
434
SS&C Technologies
SSNC
$19.6B
-4,538
Closed -$261K
STE icon
435
Steris
STE
$22.7B
-1,357
Closed -$201K
TTD icon
436
Trade Desk
TTD
$6.39B
-8,780
Closed -$200K
TTWO icon
437
Take-Two Interactive
TTWO
$43.9B
-2,334
Closed -$265K
VLO icon
438
Valero Energy
VLO
$101B
-2,474
Closed -$212K
XRT icon
439
State Street SPDR S&P Retail ETF
XRT
$323M
$0 ﹤0.01%
+6
New +$249
ZBRA icon
440
Zebra Technologies
ZBRA
$16.9B
-1,169
Closed -$245K
XYZ
441
Block Inc
XYZ
$49.9B
-4,043
Closed -$293K
VMW
442
DELISTED
VMware, Inc
VMW
-1,277
Closed -$213K
FNI
443
DELISTED
First Trust Chindia ETF
FNI
$0 ﹤0.01%
+6
New +$210
GEN
444
DELISTED
Genesis Healthcare, Inc.
GEN
-60,457
Closed -$75K
IBDK
445
DELISTED
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
-305,533
Closed -$7.6M
CZR
446
DELISTED
Caesars Entertainment Corporation
CZR
-12,455
Closed -$147K

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Claraphi Advisory Network's Q3 2019 Portfolio in Review

As of Q3 2019, Claraphi Advisory Network held 446 positions worth $165M, down 3.2% from $171M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Claraphi Advisory Network's Q3 2019 filing shows 205 new, 82 increased, 117 reduced and 36 closed positions. Its largest new stake was John Hancock Tax-Advantaged Dividend Income Fund: 104,977 shares worth $2.99M. The largest sale was iShares iBonds Dec 2019 Term Corporate ETF, an estimated $7.6M.

By sector, the portfolio is most concentrated in Miscellaneous at 62% of assets, up from 57% a quarter earlier, followed by Technology and Financials.

  • Claraphi Advisory Network's largest Q3 2019 buy was John Hancock Tax-Advantaged Dividend Income Fund: 104,977 shares worth $2.99M.
  • Claraphi Advisory Network added most to Invesco Financial Preferred ETF in Q3 2019, an estimated $6.76M increase.
  • Claraphi Advisory Network's biggest Q3 2019 reduction was State Street SPDR Bloomberg Convertible Securities ETF, cutting an estimated $4.47M.
  • Claraphi Advisory Network fully exited iShares iBonds Dec 2019 Term Corporate ETF in Q3 2019, selling an estimated $7.6M.
  • Claraphi Advisory Network's ten largest holdings make up 36% of its $165M portfolio in Q3 2019.
  • Claraphi Advisory Network opened 205 new positions and closed 36 in Q3 2019.
  • Claraphi Advisory Network's portfolio value fell 3.2% quarter-over-quarter to $165M.

Based on Claraphi Advisory Network's 13F filing for Q3 2019, filed 8 Nov 2019.