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
$786M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.63M
3
+$6.45M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.81M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.99M

Top Sells

1
+$10.6M
2
+$10.4M
3
+$6.41M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$2.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.46M

Sector Composition

1 Financials 3.26%
2 Real Estate 2.42%
3 Technology 1.56%
4 Consumer Discretionary 1.43%
5 Healthcare 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.49M 0.7%
111,076
-16,201
27
$4.73M 0.6%
114,177
-256,767
28
$4.62M 0.59%
27,700
+2,140
29
$4.1M 0.52%
104,966
+16,836
30
$3.63M 0.46%
15,018
+1,188
31
$3.43M 0.44%
26,540
-2,332
32
$3.35M 0.43%
172,428
-40,744
33
$3.32M 0.42%
25,058
-11,030
34
$3.23M 0.41%
26,415
-4,906
35
$3.19M 0.41%
40,561
-6,180
36
$3.04M 0.39%
7,323
+13
37
$2.93M 0.37%
25,132
-89,523
38
$2.79M 0.36%
19,815
-224
39
$2.29M 0.29%
15,820
+2,340
40
$2.25M 0.29%
47,023
-11,643
41
$2.25M 0.29%
13,567
-1,325
42
$1.98M 0.25%
5,899
-21
43
$1.92M 0.24%
66,261
+58
44
$1.91M 0.24%
22,247
-9,806
45
$1.82M 0.23%
5,181
-135
46
$1.67M 0.21%
51,470
-2,370
47
$1.5M 0.19%
8,946
-819
48
$1.41M 0.18%
6,323
-733
49
$1.38M 0.18%
26,591
+4,990
50
$1.32M 0.17%
15,212
-386
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