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
$727M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$5.6M
3
+$3.53M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.67M
5
ARKK icon
ARK Innovation ETF
ARKK
+$2.64M

Top Sells

1
+$4.65M
2
+$2.16M
3
+$1.77M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.56M
5
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$1.54M

Sector Composition

1 Financials 2.9%
2 Real Estate 2.24%
3 Consumer Discretionary 1.34%
4 Technology 1.23%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$662K 0.09%
4,486
-136
77
$658K 0.09%
15,431
+1
78
$644K 0.09%
3,730
-187
79
$632K 0.09%
8,617
+2,528
80
$603K 0.08%
22,867
-1,500
81
$601K 0.08%
34,668
+180
82
$596K 0.08%
8,144
-1,310
83
$593K 0.08%
8,833
+21
84
$565K 0.08%
6,603
85
$515K 0.07%
19,764
+120
86
$482K 0.07%
8,592
+14
87
$478K 0.07%
7,129
-1,174
88
$457K 0.06%
20,107
-2,048
89
$434K 0.06%
2,634
+5
90
$434K 0.06%
4,236
+727
91
$418K 0.06%
12,153
-684
92
$415K 0.06%
3,708
-197
93
$395K 0.05%
4,585
94
$377K 0.05%
1,033
+22
95
$377K 0.05%
8,351
+511
96
$369K 0.05%
+6,320
97
$356K 0.05%
6,354
+81
98
$352K 0.05%
5,481
-1,518
99
$337K 0.05%
2,989
+23
100
$335K 0.05%
3,217
+54
2 3
4
5 6