FAN

Financial Advisors Network Portfolio holdings

AUM $662M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$1.35M
2 +$597K
3 +$529K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$516K
5
VUG icon
Vanguard Growth ETF
VUG
+$359K

Top Sells

1 +$220K
2 +$201K
3 +$112K
4
PGF icon
Invesco Financial Preferred ETF
PGF
+$59.2K
5
AAPL icon
Apple
AAPL
+$52K

Sector Composition

1 Technology 9.21%
2 Healthcare 6.61%
3 Industrials 4.88%
4 Consumer Discretionary 4.14%
5 Financials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$230K 0.12%
1,680
102
$226K 0.12%
4,206
103
$225K 0.12%
+2,516
104
$219K 0.11%
+1,921
105
$212K 0.11%
4,716
106
$206K 0.11%
+1,926
107
$92K 0.05%
10,301
108
$9K ﹤0.01%
+20,017
109
-1,057
110
-1,087