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
$558M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$19.3M
3
+$16.8M
4
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$16.5M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$12.2M

Top Sells

1
+$13.8M
2
+$13.1M
3
+$11.4M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$10.2M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$10.1M

Sector Composition

1 Real Estate 3.46%
2 Financials 2.83%
3 Consumer Discretionary 0.88%
4 Healthcare 0.83%
5 Technology 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.44M 1.69%
205,380
+62,103
27
$9.43M 1.69%
577,942
+20,928
28
$9.29M 1.67%
118,036
+33,239
29
$7.41M 1.33%
+217,725
30
$6.54M 1.17%
182,929
-385,332
31
$5.28M 0.95%
43,264
-93,089
32
$4.17M 0.75%
74,578
-7,778
33
$3.92M 0.7%
24,293
34
$3.64M 0.65%
29,946
-107,751
35
$3.56M 0.64%
46,754
-80,956
36
$2.58M 0.46%
36,392
+4,816
37
$2.42M 0.43%
20,400
-5,520
38
$2.32M 0.42%
22,854
-18,389
39
$2.27M 0.41%
61,790
-99,317
40
$1.81M 0.33%
50,428
-283,424
41
$1.69M 0.3%
7,777
+1,399
42
$1.65M 0.3%
27,708
-33,212
43
$1.64M 0.29%
11,360
-503
44
$1.56M 0.28%
17,508
-593
45
$1.56M 0.28%
19,832
-112,658
46
$1.54M 0.28%
28,806
-101,708
47
$1.52M 0.27%
13,798
-42,614
48
$1.3M 0.23%
58,655
+6,174
49
$1.13M 0.2%
62,930
-4,770
50
$1.12M 0.2%
8,822
-515
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