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
$673M
AUM Growth
-$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13.5M
3
+$13.1M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$13.1M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$6.87M

Top Sells

1
+$23.5M
2
+$22.4M
3
+$19.5M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$12.8M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$12.5M

Sector Composition

1 Financials 2.97%
2 Real Estate 2.56%
3 Consumer Discretionary 1.37%
4 Technology 1.13%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.11M 0.76%
41,853
+3,984
27
$5.09M 0.76%
106,263
-260,531
28
$4.66M 0.69%
61,463
-5,341
29
$4.54M 0.67%
24,293
30
$4.26M 0.63%
33,928
-3,466
31
$3.96M 0.59%
86,196
-512,485
32
$3.81M 0.57%
53,123
-151,973
33
$3.7M 0.55%
39,128
-3,151
34
$3.65M 0.54%
23,580
+540
35
$2.94M 0.44%
67,528
-515,579
36
$2.77M 0.41%
24,573
-3,802
37
$2.65M 0.39%
100,544
-740,411
38
$2.52M 0.37%
15,785
-1,049
39
$2.49M 0.37%
21,311
-1,395
40
$2.45M 0.36%
121,738
-23,290
41
$2.39M 0.35%
11,548
+623
42
$2.26M 0.34%
7,390
-40
43
$2.05M 0.31%
40,299
-10,265
44
$2.05M 0.3%
42,084
-233,241
45
$1.81M 0.27%
8,213
-151
46
$1.57M 0.23%
58,300
+110
47
$1.57M 0.23%
28,685
-1,685
48
$1.5M 0.22%
18,147
-42,869
49
$1.49M 0.22%
9,828
-199
50
$1.4M 0.21%
5,947
-2
1
2
3 4 5