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
$727M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$5.6M
3
+$3.53M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.67M
5
ARKK icon
ARK Innovation ETF
ARKK
+$2.64M

Top Sells

1
+$4.65M
2
+$2.16M
3
+$1.77M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.56M
5
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$1.54M

Sector Composition

1 Financials 2.9%
2 Real Estate 2.24%
3 Consumer Discretionary 1.34%
4 Technology 1.23%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.33M 0.87%
76,491
+67,663
27
$5.74M 0.79%
41,884
+31
28
$5.58M 0.77%
24,293
29
$5.19M 0.71%
262,906
-89,674
30
$4.1M 0.56%
51,934
-9,529
31
$4.09M 0.56%
23,800
+220
32
$3.89M 0.54%
30,414
-3,514
33
$3.55M 0.49%
33,858
-5,270
34
$3.54M 0.49%
73,758
-32,505
35
$3.16M 0.43%
37,988
-15,135
36
$2.81M 0.39%
65,024
+46,392
37
$2.77M 0.38%
12,412
+864
38
$2.61M 0.36%
20,748
-563
39
$2.52M 0.35%
15,175
-610
40
$2.33M 0.32%
7,297
-93
41
$2M 0.28%
97,238
-24,500
42
$1.96M 0.27%
16,969
-7,604
43
$1.88M 0.26%
40,030
-46,166
44
$1.78M 0.25%
+66,164
45
$1.77M 0.24%
7,738
-475
46
$1.74M 0.24%
37,330
-30,198
47
$1.69M 0.23%
58,360
+60
48
$1.61M 0.22%
5,940
-7
49
$1.61M 0.22%
31,061
-9,238
50
$1.55M 0.21%
9,796
-32
1
2
3 4 5