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
$497M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Sells

1 +$1.41M
2 +$785K
3 +$662K
4
VUG icon
Vanguard Growth ETF
VUG
+$589K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$581K

Sector Composition

1 Technology 9.55%
2 Healthcare 6.16%
3 Consumer Discretionary 3.16%
4 Industrials 3.03%
5 Materials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$44.7K 0.01%
27,563
177
$30.8K 0.01%
17,425
178
-21,935
179
-14,401
180
-469