AFA

American Financial Advisors Portfolio holdings

AUM $716M
1-Year Est. Return 11.74%
This Quarter Est. Return
1 Year Est. Return
+11.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$570M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13.1M
3
+$10.7M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$8.36M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.42M

Top Sells

1
+$18M
2
+$9.02M
3
+$7.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.16M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.92M

Sector Composition

1 Real Estate 4.28%
2 Financials 4.22%
3 Consumer Discretionary 0.7%
4 Technology 0.59%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.3M 1.81%
90,954
+4,156
27
$10.2M 1.78%
153,119
+126,001
28
$9.08M 1.59%
84,797
+4,558
29
$7.61M 1.34%
161,107
-155,912
30
$7M 1.23%
130,514
+66,445
31
$6.11M 1.07%
56,412
+7,315
32
$5.35M 0.94%
82,356
-9,984
33
$3.68M 0.65%
41,243
+11,698
34
$3.67M 0.64%
60,920
-48,533
35
$3.06M 0.54%
52,481
+639
36
$2.73M 0.48%
24,293
37
$2.23M 0.39%
25,920
+2,780
38
$2.17M 0.38%
18,101
+57
39
$1.78M 0.31%
11,863
+233
40
$1.73M 0.3%
31,576
+3,844
41
$1.47M 0.26%
6,378
+11
42
$1.41M 0.25%
9,337
-1,056
43
$1.39M 0.24%
10,860
-900
44
$1.29M 0.23%
11,315
+1,224
45
$1.2M 0.21%
67,700
-8,480
46
$1.16M 0.2%
12,470
-1,998
47
$880K 0.15%
2,963
-90
48
$854K 0.15%
6,202
+35
49
$791K 0.14%
9,984
-1,125
50
$688K 0.12%
12,660
+7
1
2
3 4