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
$720M
AUM Growth
-$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$9.47M
3
+$8.78M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$4.16M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.42M

Top Sells

1
+$16.4M
2
+$15.6M
3
+$14M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$9.05M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.8M

Sector Composition

1 Financials 3.8%
2 Technology 1.53%
3 Consumer Discretionary 1.41%
4 Healthcare 1.2%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.18%
12,813
+250
52
$1.25M 0.17%
6,071
-252
53
$1.22M 0.17%
2,681
+2
54
$1.21M 0.17%
14,642
-570
55
$1.15M 0.16%
60,610
-3,189
56
$1.12M 0.16%
22,316
-762
57
$1.09M 0.15%
10,058
+81
58
$1.07M 0.15%
9,723
-723
59
$1.01M 0.14%
20,571
-2,954
60
$927K 0.13%
14,957
61
$914K 0.13%
6,663
+5
62
$890K 0.12%
21,897
-591
63
$890K 0.12%
1,970
+125
64
$879K 0.12%
8,179
-2,138
65
$866K 0.12%
22,599
-1,147
66
$847K 0.12%
11,713
+56
67
$811K 0.11%
13,615
-1,796
68
$796K 0.11%
3,582
-151
69
$768K 0.11%
10,049
+18
70
$707K 0.1%
7,367
+12
71
$701K 0.1%
6,879
-20
72
$693K 0.1%
10,405
+91
73
$628K 0.09%
3,952
-620
74
$620K 0.09%
34,521
-201
75
$613K 0.09%
11,849
-385
1 2
3
4 5