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American Financial Network Advisory Services LLC 13F Filings, Portfolio & Analysis

CIK: 0001680091
Calabasas 23975 Park Sorrento Suite 150
Zip Code: 91302
Latest Portfolio Value
$66.96 M
-47.30%
Total Holdings
87
-48
Latest Report Date
Q3 2019
Top 10 Concentration
50.58%

American Financial Network Advisory Services LLC — Portfolio Overview & Company Profile

American Financial Network Advisory Services LLC (CIK: 0001680091) is a financial institution headquartered at 23975 Park Sorrento, Suite 150, Calabasas, California 91302. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2019-09-30), the institution manages a portfolio valued at $66.96 M, comprising 87 distinct securities. Over its filing history, it has submitted 10 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2019 — Top-10 concentration: 50.6%. Quarterly turnover: 15.7%. ▲ 17 new, +0 added, −66 reduced, ×63 exited.

Top Stock & ETF Holdings (Q3 2019)

Name Shares Market Value Weight Change Activity
143,792 $9.22 M 13.76% ▼ 117,768 Reduce -45.0%
152,027 $8.78 M 13.11% ▼ 137,319 Reduce -47.5%
68,700 $2.2 M 3.28% ▲ 68,700 New Buy
35,479 $2.09 M 3.12% ▼ 29,749 Reduce -45.6%
43,707 $2.02 M 3.02% ▼ 39,876 Reduce -47.7%
62,807 $1.94 M 2.89% ▲ 62,807 New Buy
64,199 $1.93 M 2.88% ▲ 64,199 New Buy
33,868 $1.9 M 2.83% ▼ 29,252 Reduce -46.3%
29,399 $1.8 M 2.69% ▲ 29,399 New Buy
23,698 $1.72 M 2.57% ▲ 23,698 New Buy

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