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
$673M
AUM Growth
-$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13.5M
3
+$13.1M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$13.1M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$6.87M

Top Sells

1
+$23.5M
2
+$22.4M
3
+$19.5M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$12.8M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$12.5M

Sector Composition

1 Financials 2.97%
2 Real Estate 2.56%
3 Consumer Discretionary 1.37%
4 Technology 1.13%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.19%
21,588
-6,230
52
$1.29M 0.19%
7,006
-75
53
$1.27M 0.19%
14,570
-931
54
$1.21M 0.18%
11,760
+40
55
$1.16M 0.17%
22,649
-7,198
56
$1.09M 0.16%
4,887
+375
57
$1.07M 0.16%
9,855
-3,336
58
$1.05M 0.16%
2,639
-79
59
$1.05M 0.16%
9,051
-52
60
$998K 0.15%
10,867
+71
61
$900K 0.13%
18,632
-36,582
62
$860K 0.13%
45,000
63
$847K 0.13%
8,407
+517
64
$831K 0.12%
12,759
-147
65
$812K 0.12%
15,409
66
$808K 0.12%
2,742
+98
67
$756K 0.11%
2,967
-100
68
$743K 0.11%
11,491
+29
69
$728K 0.11%
+8,828
70
$691K 0.1%
1,744
+187
71
$690K 0.1%
20,261
+709
72
$669K 0.1%
+8,154
73
$665K 0.1%
9,454
-3,430
74
$647K 0.1%
24,367
-444
75
$629K 0.09%
3,917
+125
1 2
3
4 5