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
$676M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$600K
3
+$487K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$480K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$417K

Top Sells

1
+$6.58M
2
+$1.39M
3
+$1.19M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.07M
5
LLY icon
Eli Lilly
LLY
+$974K

Sector Composition

1 Financials 4.85%
2 Healthcare 1.94%
3 Technology 1.68%
4 Consumer Discretionary 1.42%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.2M 0.92%
123,500
+33,161
27
$6.18M 0.91%
69,185
-6,930
28
$5.79M 0.86%
143,946
+5,014
29
$4.34M 0.64%
28,554
+34
30
$4.14M 0.61%
17,461
+171
31
$3.01M 0.45%
73,193
-10,552
32
$2.94M 0.44%
39,017
-1,046
33
$2.9M 0.43%
62,856
-16,804
34
$2.78M 0.41%
150,600
-6,884
35
$2.63M 0.39%
18,844
-415
36
$2.62M 0.39%
100,500
-23,160
37
$2.45M 0.36%
5,139
+1,005
38
$2.32M 0.34%
17,153
-1,232
39
$2.19M 0.32%
6,309
-253
40
$2.17M 0.32%
24,332
-5,304
41
$2.1M 0.31%
22,042
-707
42
$1.94M 0.29%
66,201
43
$1.65M 0.24%
10,632
-421
44
$1.62M 0.24%
4,307
+19
45
$1.59M 0.23%
48,589
+38
46
$1.53M 0.23%
14,239
-3,220
47
$1.37M 0.2%
8,306
+19
48
$1.33M 0.2%
25,793
-2,151
49
$1.3M 0.19%
14,407
-1,362
50
$1.25M 0.19%
66,555
+8,991
1
2
3 4 5