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
$733M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.25M
3
+$285K
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$268K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$261K

Top Sells

1
+$1.91M
2
+$1.65M
3
+$1.51M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.08M
5
DNP icon
DNP Select Income Fund
DNP
+$1.02M

Sector Composition

1 Financials 5.76%
2 Technology 1.96%
3 Healthcare 1.91%
4 Consumer Discretionary 1.5%
5 Industrials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.21%
16,198
-755
52
$1.49M 0.2%
39,623
-2,859
53
$1.44M 0.2%
2,512
+250
54
$1.37M 0.19%
12,203
+20
55
$1.15M 0.16%
10,432
-1,420
56
$1.14M 0.16%
4,347
-179
57
$1.11M 0.15%
6,199
-839
58
$1.08M 0.15%
4,903
-63
59
$1M 0.14%
13,970
+26
60
$935K 0.13%
20,626
-250
61
$933K 0.13%
9,575
-786
62
$899K 0.12%
4,768
+3
63
$843K 0.12%
8,807
-497
64
$790K 0.11%
9,842
-786
65
$777K 0.11%
13,504
-556
66
$759K 0.1%
11,672
-1,849
67
$724K 0.1%
14,389
-3,294
68
$672K 0.09%
12,760
-516
69
$652K 0.09%
2,657
-100
70
$619K 0.08%
10,401
-1,455
71
$607K 0.08%
5,588
-1,057
72
$595K 0.08%
6,703
-140
73
$571K 0.08%
2,529
74
$557K 0.08%
5,674
+44
75
$549K 0.07%
13,169
+27
1 2
3
4 5