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
$733M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.25M
3
+$285K
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$268K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$261K

Top Sells

1
+$1.91M
2
+$1.65M
3
+$1.51M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.08M
5
DNP icon
DNP Select Income Fund
DNP
+$1.02M

Sector Composition

1 Financials 5.76%
2 Technology 1.96%
3 Healthcare 1.91%
4 Consumer Discretionary 1.5%
5 Industrials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.08M 0.97%
104,584
-24,431
27
$6.48M 0.89%
127,771
+31,012
28
$5.21M 0.71%
27,944
-800
29
$5.2M 0.71%
52,605
-3,193
30
$4.48M 0.61%
15,821
-1,497
31
$3.14M 0.43%
37,549
-530
32
$3.04M 0.42%
63,596
-2,260
33
$2.99M 0.41%
18,033
-358
34
$2.91M 0.4%
141,738
+680
35
$2.8M 0.38%
4,847
-212
36
$2.63M 0.36%
6,481
-127
37
$2.36M 0.32%
19,399
+673
38
$2.35M 0.32%
14,935
-811
39
$2.3M 0.31%
21,558
-171
40
$2.27M 0.31%
66,201
41
$2.23M 0.3%
48,566
-5,340
42
$2.18M 0.3%
45,869
-11,775
43
$1.93M 0.26%
4,484
-351
44
$1.93M 0.26%
71,844
-4,806
45
$1.79M 0.24%
79,272
+9,375
46
$1.75M 0.24%
10,497
-405
47
$1.74M 0.24%
3,047
-104
48
$1.73M 0.24%
13,546
-63
49
$1.55M 0.21%
26,134
+147
50
$1.53M 0.21%
8,072
-121
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