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
$529M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.25M
3
+$2.04M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.28M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.27M

Top Sells

1
+$846K
2
+$487K
3
+$463K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$438K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$435K

Sector Composition

1 Financials 6.27%
2 Real Estate 4.51%
3 Consumer Discretionary 0.71%
4 Technology 0.6%
5 Healthcare 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$747K 0.14%
13,090
-289
52
$689K 0.13%
12,653
+49
53
$648K 0.12%
14,404
-796
54
$634K 0.12%
8,440
-768
55
$608K 0.12%
11,729
-3,113
56
$590K 0.11%
10,396
+782
57
$491K 0.09%
10,010
+623
58
$480K 0.09%
9,309
-451
59
$444K 0.08%
9,015
-8,890
60
$432K 0.08%
8,808
-605
61
$394K 0.07%
33,354
+66
62
$389K 0.07%
2,987
+321
63
$385K 0.07%
6,599
64
$375K 0.07%
6,493
-624
65
$367K 0.07%
2,061
-250
66
$367K 0.07%
11,278
-476
67
$365K 0.07%
13,161
+102
68
$331K 0.06%
4,269
-1,932
69
$330K 0.06%
18,920
+144
70
$329K 0.06%
11,079
-2,546
71
$323K 0.06%
5,359
+49
72
$314K 0.06%
2,423
-84
73
$292K 0.06%
3,753
-17
74
$291K 0.06%
5,899
+680
75
$289K 0.05%
7,480
-2,348
1 2
3
4