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
$625M
AUM Growth
+$66.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$1.85M
3
+$948K
4
WELL icon
Welltower
WELL
+$887K
5
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$592K

Top Sells

1
+$11.2M
2
+$6.28M
3
+$838K
4
FCVT icon
First Trust SSI Strategic Convertible Securities ETF
FCVT
+$353K
5
DAL icon
Delta Air Lines
DAL
+$335K

Sector Composition

1 Real Estate 3.74%
2 Financials 2.65%
3 Consumer Discretionary 1.07%
4 Technology 0.9%
5 Healthcare 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$369K 0.06%
2,495
+15
77
$363K 0.06%
6,343
-84
78
$343K 0.05%
13,137
79
$342K 0.05%
20,408
+344
80
$335K 0.05%
+1,903
81
$332K 0.05%
5,853
-175
82
$302K 0.05%
7,787
-250
83
$290K 0.05%
1,166
-97
84
$264K 0.04%
+2,805
85
$262K 0.04%
3,464
+458
86
$257K 0.04%
5,555
-448
87
$247K 0.04%
+1,525
88
$245K 0.04%
+15,518
89
$243K 0.04%
+3,388
90
$239K 0.04%
795
+27
91
$236K 0.04%
+736
92
$234K 0.04%
4,283
+34
93
$233K 0.04%
9,957
+11
94
$232K 0.04%
+2,743
95
$232K 0.04%
+4,981
96
$223K 0.04%
3,579
-3,022
97
$220K 0.04%
1,846
+3
98
$220K 0.04%
+1,859
99
$211K 0.03%
1,557
+22
100
$211K 0.03%
+11,766
1 2 3
4
5