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FAN
Financial Advisors Network Portfolio holdings
AUM
$724M
1-Year Est. Return
14.91%
This Fund
S&P 500
This Quarter
Est. Return
+0.2%
1 Year Est. Return
+14.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow
% of AUM
98.17%
Top 10 Holdings %
Top 10 Hldgs %
52.95%
Holding
534
New
534
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Bond Market
BND
|
+$19.3M |
| 2 |
Vanguard Value ETF
VTV
|
+$9.74M |
| 3 |
Vanguard Growth ETF
VUG
|
+$6.82M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$5.46M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$3.7M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 6.79% |
| 2 | Technology | 6.15% |
| 3 | Consumer Discretionary | 4.1% |
| 4 | Consumer Staples | 3.79% |
| 5 | Financials | 3.43% |
Similar funds
TFHU
F
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Financial Advisors Network's Q4 2016 Portfolio in Review
Q4 2016 is the first quarter with a 13F filing on record for Financial Advisors Network, which disclosed 534 positions worth $117M. Its ten largest holdings account for 53% of the portfolio.
Its largest position is Vanguard Total Bond Market: 235,563 shares worth $19M.
By sector, the portfolio is most concentrated in Industrials at 6.8% of assets, followed by Technology and Consumer Discretionary.
- Financial Advisors Network's largest Q4 2016 buy was Vanguard Total Bond Market: 235,563 shares worth $19M.
- Financial Advisors Network's ten largest holdings make up 53% of its $117M portfolio in Q4 2016.
- Financial Advisors Network disclosed 534 positions in Q4 2016, its first 13F filing on record.
Based on Financial Advisors Network's 13F filing for Q4 2016, filed 13 Feb 2017.