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
$558M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$19.3M
3
+$16.8M
4
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$16.5M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$12.2M

Top Sells

1
+$13.8M
2
+$13.1M
3
+$11.4M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$10.2M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$10.1M

Sector Composition

1 Real Estate 3.46%
2 Financials 2.83%
3 Consumer Discretionary 0.88%
4 Healthcare 0.83%
5 Technology 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.2%
10,206
-654
52
$1.06M 0.19%
6,120
-82
53
$1.04M 0.19%
9,328
-1,987
54
$943K 0.17%
12,537
+67
55
$791K 0.14%
2,746
-217
56
$730K 0.13%
6,889
+3,896
57
$650K 0.12%
+10,240
58
$621K 0.11%
13,288
+628
59
$563K 0.1%
12,168
-480
60
$546K 0.1%
9,188
-141
61
$520K 0.09%
10,391
-1
62
$511K 0.09%
8,904
-1,080
63
$474K 0.09%
2,530
+419
64
$446K 0.08%
23,543
-7,436
65
$433K 0.08%
7,952
+54
66
$388K 0.07%
34,056
-138
67
$382K 0.07%
2,480
+118
68
$381K 0.07%
8,823
+129
69
$362K 0.06%
28,674
-2,991
70
$355K 0.06%
6,601
+1
71
$352K 0.06%
11,375
+57
72
$348K 0.06%
6,028
-24
73
$347K 0.06%
+10,843
74
$340K 0.06%
+2,644
75
$330K 0.06%
+2,085
1 2
3
4 5