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
$676M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$600K
3
+$487K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$480K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$417K

Top Sells

1
+$6.58M
2
+$1.39M
3
+$1.19M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.07M
5
LLY icon
Eli Lilly
LLY
+$974K

Sector Composition

1 Financials 4.85%
2 Healthcare 1.94%
3 Technology 1.68%
4 Consumer Discretionary 1.42%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.18%
24,461
-6,081
52
$1.15M 0.17%
3,258
+39
53
$1.13M 0.17%
7,169
-341
54
$1.06M 0.16%
4,272
-20
55
$1.06M 0.16%
18,430
+45
56
$1.04M 0.15%
5,159
-172
57
$1.01M 0.15%
2,134
+15
58
$995K 0.15%
12,137
+61
59
$991K 0.15%
20,010
-150
60
$990K 0.15%
29,709
-13,017
61
$945K 0.14%
10,699
-888
62
$854K 0.13%
22,704
-14
63
$838K 0.12%
10,830
-223
64
$816K 0.12%
13,839
+52
65
$793K 0.12%
7,319
-1,707
66
$767K 0.11%
14,724
-167
67
$711K 0.11%
3,692
-147
68
$709K 0.1%
9,439
+9
69
$684K 0.1%
2,623
-182
70
$671K 0.1%
13,092
-602
71
$612K 0.09%
13,866
-1,898
72
$576K 0.09%
6,374
-216
73
$572K 0.08%
5,613
+1
74
$570K 0.08%
6,348
-262
75
$562K 0.08%
10,219
+6,071
1 2
3
4 5