CAN
Claraphi Advisory Network Portfolio holdings
AUM
$251M
This Quarter Return
+14.92%
1 Year Return
-9.29%
3 Year Return
+88.28%
5 Year Return
+135.39%
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
(+22%)
Cap. Flow
+$11.2M
Cap. Flow
% of AUM
7.02%
Top 10 Holdings %
Top 10 Hldgs %
35.56%
Holding
257
New
50
Increased
49
Reduced
128
Closed
22
Top Buys
| 1 |
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
|
$9.52M |
| 2 |
ARK Innovation ETF
ARKK
|
$6.33M |
| 3 |
Invesco S&P SmallCap Low Volatility ETF
XSLV
|
$2.14M |
| 4 |
Nuveen S&P 500 Buy-Write Income Fund
BXMX
|
$1.46M |
| 5 |
ARK Genomic Revolution ETF
ARKG
|
$888K |
Top Sells
Sector Composition
| 1 | Technology | 10.37% |
| 2 | Healthcare | 6.35% |
| 3 | Financials | 5.06% |
| 4 | Communication Services | 4.11% |
| 5 | Consumer Discretionary | 3.83% |
