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AFA

American Financial Advisors Portfolio holdings

AUM $831M
1-Year Est. Return 21.38%
This Fund
S&P 500
This Quarter Est. Return
+13.7%
1 Year Est. Return
+21.38%
3 Year Est. Return
+52.74%
5 Year Est. Return
+43.68%
10 Year Est. Return
–
AUM
$701M
AUM Growth
+$85.3M
Cap. Flow
+$5.82M
Cap. Flow %
0.83%
Top 10 Hldgs %
44.37%
Holding
125
New
16
Increased
58
Reduced
46
Closed
3

Top Buys

1
ARKK icon
ARK Innovation ETF
ARKK
+$1.9M
2
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$1.23M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.06M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$997K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$940K

Top Sells

1
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.4M
2
SCHF icon
Schwab International Equity ETF
SCHF
+$858K
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$807K
4
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$796K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$703K

Sector Composition

1 Real Estate 3.83%
2 Financials 2.58%
3 Consumer Discretionary 1.25%
4 Technology 1.05%
5 Healthcare 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MPT
26
Medical Properties Trust
MPT
$2.76B
$12.9M 1.83%
589,982
+16,365
+3% +$319K
VWO icon
27
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$9.42M 1.34%
187,940
+11,927
+7% +$560K
XLRE icon
28
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.38B
$8.28M 1.18%
226,587
+8,547
+4% +$310K
VGLT icon
29
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
$5.85M 0.83%
61,016
+2,319
+4% +$225K
AAPL icon
30
Apple
AAPL
$4.62T
$5.03M 0.72%
37,869
+1,430
+4% +$172K
EFA icon
31
iShares MSCI EAFE ETF
EFA
$77B
$4.87M 0.7%
66,804
-7,299
-10% -$499K
TIP icon
32
iShares TIPS Bond ETF
TIP
$14.4B
$4.77M 0.68%
37,394
-3,852
-9% -$486K
LLY icon
33
Eli Lilly
LLY
$1.03T
$4.1M 0.59%
24,293
– –
AMZN icon
34
Amazon
AMZN
$2.66T
$3.75M 0.54%
23,040
+1,600
+7% +$255K
RWR icon
35
State Street SPDR Dow Jones REIT ETF
RWR
$1.84B
$3.67M 0.52%
42,279
-2,557
-6% -$214K
IEF icon
36
iShares 7-10 Year Treasury Bond ETF
IEF
$46.9B
$3.4M 0.49%
28,375
-2,062
-7% -$248K
FPE icon
37
First Trust Preferred Securities and Income ETF
FPE
$6.36B
$2.93M 0.42%
145,028
-31,652
-18% -$625K
XLV icon
38
State Street Health Care Select Sector SPDR ETF
XLV
$40.6B
$2.58M 0.37%
22,706
-2,359
-9% -$258K
EFV icon
39
iShares MSCI EAFE Value ETF
EFV
$26B
$2.39M 0.34%
50,564
-5,450
-10% -$240K
DAL icon
40
Delta Air Lines
DAL
$56.2B
$2.22M 0.32%
55,214
+11,147
+25% +$405K
IWN icon
41
iShares Russell 2000 Value ETF
IWN
$14.3B
$2.22M 0.32%
16,834
-291
-2% -$34.3K
ARKK icon
42
ARK Innovation ETF
ARKK
$6.5B
$2.19M 0.31%
+17,560
New +$1.9M
VTI icon
43
Vanguard Total Stock Market ETF
VTI
$665B
$2.13M 0.3%
10,925
-257
-2% -$47K
HD icon
44
Home Depot
HD
$337B
$1.97M 0.28%
7,430
+346
+5% +$95.1K
IGSB icon
45
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$1.68M 0.24%
30,370
-1,264
-4% -$69.5K
FTSM icon
46
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
$1.67M 0.24%
27,818
-2,827
-9% -$170K
IWM icon
47
iShares Russell 2000 ETF
IWM
$82.3B
$1.64M 0.23%
8,364
-218
-3% -$38.1K
RSPT icon
48
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.62B
$1.48M 0.21%
58,190
-4,040
-6% -$93.8K
MBB icon
49
iShares MBS ETF
MBB
$39.2B
$1.45M 0.21%
13,191
-2,448
-16% -$270K
DGS icon
50
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.75B
$1.42M 0.2%
29,847
-15,367
-34% -$685K
1
2
3 4 5

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