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
$570M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13.1M
3
+$10.7M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$8.36M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.42M

Top Sells

1
+$18M
2
+$9.02M
3
+$7.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.16M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.92M

Sector Composition

1 Real Estate 4.28%
2 Financials 4.22%
3 Consumer Discretionary 0.7%
4 Technology 0.59%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$266K 0.05%
3,728
-17
77
$260K 0.05%
4,211
+35
78
$256K 0.04%
9,050
-132
79
$254K 0.04%
2,900
80
$247K 0.04%
+8,790
81
$245K 0.04%
3,145
-608
82
$229K 0.04%
12,543
-621
83
$225K 0.04%
5,840
-1,640
84
$224K 0.04%
4,548
-4,467
85
$221K 0.04%
1,950
-285
86
$221K 0.04%
2,172
-165
87
$221K 0.04%
+1,854
88
$217K 0.04%
8,894
-2,141
89
$205K 0.04%
1,510
+4
90
$202K 0.04%
+11,097
91
$165K 0.03%
+546
92
$100K 0.02%
21,000
93
$33K 0.01%
10,494
+113
94
$24K ﹤0.01%
+48
95
– –
-2,374
96
– –
-3,029
1 2 3
4