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
$727M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$5.6M
3
+$3.53M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.67M
5
ARKK icon
ARK Innovation ETF
ARKK
+$2.64M

Top Sells

1
+$4.65M
2
+$2.16M
3
+$1.77M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.56M
5
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$1.54M

Sector Composition

1 Financials 2.9%
2 Real Estate 2.24%
3 Consumer Discretionary 1.34%
4 Technology 1.23%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.19%
15,983
+1,413
52
$1.38M 0.19%
11,320
-440
53
$1.27M 0.17%
45,394
-55,150
54
$1.2M 0.17%
11,396
+2,989
55
$1.14M 0.16%
2,651
+12
56
$1.14M 0.16%
9,706
+655
57
$1.13M 0.16%
6,414
-592
58
$1.11M 0.15%
18,590
-2,998
59
$1.08M 0.15%
4,749
-138
60
$1.01M 0.14%
9,908
-959
61
$1.01M 0.14%
2,892
+150
62
$904K 0.12%
+18,817
63
$901K 0.12%
16,431
-12,254
64
$884K 0.12%
16,223
-6,426
65
$884K 0.12%
8,169
-1,686
66
$815K 0.11%
22,213
+1,952
67
$808K 0.11%
14,930
-479
68
$782K 0.11%
1,827
+83
69
$773K 0.11%
10,635
-2,124
70
$737K 0.1%
45,000
71
$730K 0.1%
15,056
-27,028
72
$706K 0.1%
11,532
+41
73
$702K 0.1%
7,999
-10,148
74
$687K 0.09%
2,867
-100
75
$678K 0.09%
8,132
-53
1 2
3
4 5