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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
+2.73%
1 Year Est. Return
+12.49%
3 Year Est. Return
+40.34%
5 Year Est. Return
+32.16%
10 Year Est. Return
–
AUM
$673M
AUM Growth
-$27.5M
Cap. Flow
-$46.2M
Cap. Flow %
-6.87%
Top 10 Hldgs %
48.3%
Holding
131
New
9
Increased
51
Reduced
59
Closed
3

Top Buys

1
ARKK icon
ARK Innovation ETF
ARKK
+$16.2M
2
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$13.5M
3
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$13.2M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$13.2M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$6.99M

Top Sells

1
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$22.7M
2
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$22.3M
3
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$19.6M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$12.7M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$12.5M

Sector Composition

1 Financials 2.97%
2 Real Estate 2.56%
3 Consumer Discretionary 1.37%
4 Technology 1.13%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLK icon
76
State Street Technology Select Sector SPDR ETF
XLK
$118B
$614K 0.09%
9,244
+26
+0.3% +$1.72K
REZ icon
77
iShares Residential and Multisector Real Estate ETF
REZ
$889M
$606K 0.09%
8,185
– –
MGM icon
78
MGM Resorts International
MGM
$12.1B
$586K 0.09%
15,430
-990
-6% -$34.5K
GE icon
79
GE Aerospace
GE
$369B
$577K 0.09%
8,812
-611
-6% -$37K
XMMO icon
80
Invesco S&P MidCap Momentum ETF
XMMO
$7.31B
$553K 0.08%
6,603
– –
SCHX icon
81
Schwab US Large- Cap ETF
SCHX
$72.2B
$552K 0.08%
34,488
+318
+0.9% +$4.98K
INTC icon
82
Intel
INTC
$518B
$549K 0.08%
8,578
-457
-5% -$27.2K
IEMG icon
83
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$534K 0.08%
8,303
+138
+2% +$9.08K
FFC
84
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$780M
$519K 0.08%
22,155
+280
+1% +$6.31K
SCHA icon
85
Schwab U.S Small- Cap ETF
SCHA
$22.9B
$490K 0.07%
19,644
+28
+0.1% +$689
WY icon
86
Weyerhaeuser
WY
$16.9B
$457K 0.07%
12,837
-275
-2% -$9.36K
EEMV icon
87
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.47B
$442K 0.07%
6,999
-840
-11% -$53.1K
JNJ icon
88
Johnson & Johnson
JNJ
$621B
$432K 0.06%
2,629
+11
+0.4% +$1.78K
IXUS icon
89
iShares Core MSCI Total International Stock ETF
IXUS
$57.7B
$428K 0.06%
6,089
+226
+4% +$15.9K
SBUX icon
90
Starbucks
SBUX
$122B
$427K 0.06%
3,905
+8
+0.2% +$840
FDN icon
91
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.15B
$405K 0.06%
1,859
-81
-4% -$18K
ARKQ icon
92
ARK Autonomous Technology & Robotics ETF
ARKQ
$2B
$385K 0.06%
4,585
+1,333
+41% +$117K
DSL
93
DoubleLine Income Solutions Fund
DSL
$1.27B
$372K 0.06%
20,509
-4,963
-19% -$85.9K
VZ icon
94
Verizon
VZ
$178B
$365K 0.05%
6,273
+186
+3% +$10.5K
MA icon
95
Mastercard
MA
$475B
$360K 0.05%
+1,011
New +$353K
PARA
96
DELISTED
Paramount Global Class B
PARA
$354K 0.05%
7,840
-588
-7% -$35.9K
XLI icon
97
State Street Industrial Select Sector SPDR ETF
XLI
$33.5B
$345K 0.05%
3,509
-468
-12% -$42.9K
ABBV icon
98
AbbVie
ABBV
$438B
$321K 0.05%
2,966
+73
+3% +$7.81K
BABA icon
99
Alibaba
BABA
$269B
$309K 0.05%
1,362
+350
+35% +$86K
ARKF icon
100
ARK Blockchain & Fintech Innovation ETF
ARKF
$760M
$299K 0.04%
5,851
+1,454
+33% +$79.2K
2 3
4
5 6

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