CAN

Claraphi Advisory Network Portfolio holdings

AUM $251M
1-Year Est. Return 9.29%
This Quarter Est. Return
1 Year Est. Return
-9.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,364
New
Increased
Reduced
Closed

Top Buys

1 +$5.09M
2 +$5.06M
3 +$4.38M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.19M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$3.82M

Top Sells

1 +$8.26M
2 +$1.91M
3 +$1.29M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$1.08M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.01M

Sector Composition

1 Technology 11.25%
2 Healthcare 7.08%
3 Industrials 4.23%
4 Financials 4.18%
5 Communication Services 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$6K ﹤0.01%
+75
852
$6K ﹤0.01%
+2,050
853
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+250
854
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856
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857
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858
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860
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861
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862
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863
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+2,000
864
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865
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+501
866
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+53
867
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868
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869
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870
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871
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872
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+720
873
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+177
874
$6K ﹤0.01%
+103
875
$6K ﹤0.01%
+751