AFA
Alpha Financial Advisors Portfolio holdings
AUM
$259M
1-Year Est. Return
9.97%
1 Year Est. Return
+9.97%
AUM
$225M
AUM Growth
+$4.01M
(+1.8%)
Holding
53
Top Buys
| 1 | +$29.3M | |
| 2 | +$7.26M | |
| 3 | +$2.3M | |
| 4 |
Capital Group Core Plus Income ETF
CGCP
|
+$1.08M |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
+$855K |
Top Sells
| 1 | +$19.4M | |
| 2 | +$6.1M | |
| 3 | +$4.98M | |
| 4 |
iShares Future Exponential Technologies ETF
XT
|
+$2.1M |
| 5 |
First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
+$1.83M |
Sector Composition
| 1 | Technology | 0.51% |
| 2 | Communication Services | 0.29% |
| 3 | Financials | 0.24% |
| 4 | Materials | 0.13% |
| 5 | Consumer Staples | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$5.02B
| – | – |
-358,107
|
|
||
52
Vanguard Small-Cap ETF
VB
$67.1B
| – | – |
-845
|
|
||
|
53
iShares Future Exponential Technologies ETF
XT
$3.81B
| – | – |
-35,177
|
|