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
$786M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.63M
3
+$6.45M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.81M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.99M

Top Sells

1
+$10.6M
2
+$10.4M
3
+$6.41M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$2.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.46M

Sector Composition

1 Financials 3.26%
2 Real Estate 2.42%
3 Technology 1.56%
4 Consumer Discretionary 1.43%
5 Healthcare 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.17%
12,563
+695
52
$1.3M 0.16%
63,799
-15,211
53
$1.28M 0.16%
2,679
+10
54
$1.26M 0.16%
3,733
+480
55
$1.23M 0.16%
23,525
-6,026
56
$1.22M 0.15%
10,446
+82
57
$1.19M 0.15%
10,317
-3,506
58
$1.16M 0.15%
23,078
-4,039
59
$1.16M 0.15%
9,977
-34
60
$1.03M 0.13%
6,658
+397
61
$927K 0.12%
23,746
+934
62
$922K 0.12%
15,411
-1,356
63
$904K 0.12%
22,488
-5,963
64
$886K 0.11%
14,957
+6
65
$876K 0.11%
1,845
-488
66
$839K 0.11%
10,031
-404
67
$795K 0.1%
4,572
+214
68
$741K 0.09%
6,899
-1,331
69
$732K 0.09%
10,314
+1,345
70
$722K 0.09%
7,355
-777
71
$690K 0.09%
15,379
+1
72
$685K 0.09%
11,657
+67
73
$683K 0.09%
4,218
-84
74
$674K 0.09%
3,346
+350
75
$659K 0.08%
12,234
-1,371
1 2
3
4 5