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
$786M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.63M
3
+$6.45M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.81M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.99M

Top Sells

1
+$10.6M
2
+$10.4M
3
+$6.41M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$2.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.46M

Sector Composition

1 Financials 3.26%
2 Real Estate 2.42%
3 Technology 1.56%
4 Consumer Discretionary 1.43%
5 Healthcare 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$659K 0.08%
34,722
+390
77
$646K 0.08%
21,970
+5,480
78
$627K 0.08%
3,521
+282
79
$619K 0.08%
23,739
-7,928
80
$601K 0.08%
6,603
81
$514K 0.07%
8,593
+1,186
82
$513K 0.07%
8,720
-28
83
$497K 0.06%
91,882
+46,882
84
$485K 0.06%
18,936
+84
85
$472K 0.06%
4,456
+11
86
$460K 0.06%
11,165
-708
87
$455K 0.06%
2,658
+13
88
$446K 0.06%
8,587
+2,160
89
$442K 0.06%
8,346
-4,474
90
$435K 0.06%
21,607
-1,260
91
$428K 0.05%
4,985
-2,256
92
$424K 0.05%
3,135
-26
93
$424K 0.05%
3,622
-87
94
$411K 0.05%
7,972
-30
95
$382K 0.05%
6,371
+42
96
$380K 0.05%
757
+1
97
$374K 0.05%
17,240
-1,048
98
$371K 0.05%
1,032
+2
99
$348K 0.04%
7,262
-3,937
100
$331K 0.04%
5,017
+13
2 3
4
5 6