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
$570M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13.1M
3
+$10.7M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$8.36M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.42M

Top Sells

1
+$18M
2
+$9.02M
3
+$7.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.16M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.92M

Sector Composition

1 Real Estate 4.28%
2 Financials 4.22%
3 Consumer Discretionary 0.7%
4 Technology 0.59%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$647K 0.11%
30,979
-19,557
52
$630K 0.11%
11,156
+760
53
$626K 0.11%
31,665
-16,440
54
$593K 0.1%
7,898
-542
55
$590K 0.1%
10,392
-2,698
56
$567K 0.1%
12,648
-1,756
57
$501K 0.09%
9,681
-2,048
58
$486K 0.09%
9,896
-114
59
$474K 0.08%
9,329
+20
60
$425K 0.07%
8,694
-114
61
$402K 0.07%
34,194
+840
62
$389K 0.07%
2,993
+6
63
$382K 0.07%
6,600
+1
64
$374K 0.07%
2,111
+50
65
$368K 0.06%
11,318
+40
66
$368K 0.06%
13,256
+95
67
$365K 0.06%
6,052
+693
68
$361K 0.06%
6,266
-227
69
$349K 0.06%
20,040
+1,120
70
$305K 0.05%
3,931
-338
71
$304K 0.05%
2,362
-61
72
$293K 0.05%
9,948
-1,131
73
$290K 0.05%
5,938
+39
74
$267K 0.05%
7,631
+606
75
$266K 0.05%
1,602
1 2
3
4