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AFA

American Financial Advisors Portfolio holdings

AUM $750M
1-Year Est. Return 12.49%
This Fund
S&P 500
This Quarter Est. Return
+13.7%
1 Year Est. Return
+12.49%
3 Year Est. Return
+40.34%
5 Year Est. Return
+32.16%
10 Year Est. Return
–
AUM
$701M
AUM Growth
+$85.3M
Cap. Flow
+$5.82M
Cap. Flow %
0.83%
Top 10 Hldgs %
44.37%
Holding
125
New
16
Increased
58
Reduced
46
Closed
3

Top Buys

1
ARKK icon
ARK Innovation ETF
ARKK
+$1.9M
2
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$1.23M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.06M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$997K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$940K

Top Sells

1
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.4M
2
SCHF icon
Schwab International Equity ETF
SCHF
+$858K
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$807K
4
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$796K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$703K

Sector Composition

1 Real Estate 3.83%
2 Financials 2.58%
3 Consumer Discretionary 1.25%
4 Technology 1.05%
5 Healthcare 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MGM icon
76
MGM Resorts International
MGM
$12.1B
$517K 0.07%
16,420
+1
+0% +$26
XMMO icon
77
Invesco S&P MidCap Momentum ETF
XMMO
$7.31B
$517K 0.07%
6,603
+3,024
+84% +$219K
FFC
78
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$780M
$513K 0.07%
21,875
-1,049
-5% -$23.3K
GE icon
79
GE Aerospace
GE
$369B
$507K 0.07%
9,423
-741
-7% -$33.2K
IEMG icon
80
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$507K 0.07%
8,165
-430
-5% -$24.8K
EEMV icon
81
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.47B
$479K 0.07%
7,839
-2,020
-20% -$118K
INTC icon
82
Intel
INTC
$518B
$450K 0.06%
9,035
-681
-7% -$33.3K
WY icon
83
Weyerhaeuser
WY
$16.9B
$440K 0.06%
13,112
-26
-0.2% -$782
SCHA icon
84
Schwab U.S Small- Cap ETF
SCHA
$22.9B
$436K 0.06%
19,616
-484
-2% -$9.64K
DSL
85
DoubleLine Income Solutions Fund
DSL
$1.27B
$422K 0.06%
25,472
-2,598
-9% -$42.2K
SBUX icon
86
Starbucks
SBUX
$122B
$417K 0.06%
3,897
+492
+14% +$47K
FDN icon
87
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.15B
$412K 0.06%
1,940
-5
-0.3% -$1.01K
JNJ icon
88
Johnson & Johnson
JNJ
$621B
$412K 0.06%
2,618
+111
+4% +$16.4K
IXUS icon
89
iShares Core MSCI Total International Stock ETF
IXUS
$57.7B
$394K 0.06%
5,863
-298
-5% -$18.7K
VZ icon
90
Verizon
VZ
$178B
$358K 0.05%
6,087
+414
+7% +$24.6K
XLI icon
91
State Street Industrial Select Sector SPDR ETF
XLI
$33.5B
$352K 0.05%
3,977
+623
+19% +$52.5K
DDOG icon
92
Datadog
DDOG
$92.6B
$330K 0.05%
3,350
+533
+19% +$53.2K
PARA
93
DELISTED
Paramount Global Class B
PARA
$314K 0.04%
8,428
+43
+0.5% +$1.38K
RWO icon
94
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.26B
$312K 0.04%
7,007
-619
-8% -$26.1K
ABBV icon
95
AbbVie
ABBV
$438B
$310K 0.04%
+2,893
New +$278K
XT icon
96
iShares Future Exponential Technologies ETF
XT
$3.88B
$286K 0.04%
4,991
+9
+0.2% +$475
UNH icon
97
UnitedHealth
UNH
$390B
$280K 0.04%
798
+5
+0.6% +$1.68K
AMRS
98
DELISTED
Amyris Inc.
AMRS
$278K 0.04%
45,000
+15,000
+50% +$48K
SO icon
99
Southern Company
SO
$109B
$268K 0.04%
4,364
+38
+0.9% +$2.29K
RCL icon
100
Royal Caribbean
RCL
$77.4B
$261K 0.04%
3,488
+50
+1% +$3.49K
1 2 3
4
5

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TCMI
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WAM
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