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
$720M
AUM Growth
-$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$9.47M
3
+$8.78M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$4.16M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.42M

Top Sells

1
+$16.4M
2
+$15.6M
3
+$14M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$9.05M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.8M

Sector Composition

1 Financials 3.8%
2 Technology 1.53%
3 Consumer Discretionary 1.41%
4 Healthcare 1.2%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.99M 0.97%
24,408
+72
27
$6.46M 0.9%
123,246
-267,280
28
$4.9M 0.68%
106,144
-4,932
29
$4.57M 0.63%
28,060
+360
30
$4.44M 0.62%
114,662
+485
31
$4.23M 0.59%
106,786
+1,820
32
$3.92M 0.54%
17,197
+2,179
33
$3.27M 0.45%
26,284
-256
34
$3.1M 0.43%
26,418
+3
35
$3.04M 0.42%
165,388
-7,040
36
$3M 0.42%
40,760
+199
37
$2.92M 0.41%
23,456
-1,676
38
$2.71M 0.38%
19,751
-64
39
$2.63M 0.36%
+52,023
40
$2.54M 0.35%
20,968
-4,090
41
$2.44M 0.34%
17,580
+1,760
42
$2.18M 0.3%
13,483
-84
43
$2.08M 0.29%
6,958
-365
44
$1.89M 0.26%
19,616
-2,631
45
$1.83M 0.25%
5,950
+51
46
$1.83M 0.25%
66,292
+31
47
$1.77M 0.25%
4,926
-255
48
$1.49M 0.21%
51,510
+40
49
$1.46M 0.2%
8,779
-167
50
$1.36M 0.19%
27,823
+1,232
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