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
$720M
AUM Growth
-$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$9.47M
3
+$8.78M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$4.16M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.42M

Top Sells

1
+$16.4M
2
+$15.6M
3
+$14M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$9.05M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.8M

Sector Composition

1 Financials 3.8%
2 Technology 1.53%
3 Consumer Discretionary 1.41%
4 Healthcare 1.2%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$593K 0.08%
3,096
-250
77
$577K 0.08%
3,867
-351
78
$570K 0.08%
6,604
+1
79
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22,620
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80
$569K 0.08%
13,564
-1,815
81
$527K 0.07%
19,310
-2,660
82
$498K 0.07%
3,291
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83
$488K 0.07%
8,563
-157
84
$482K 0.07%
8,683
+90
85
$481K 0.07%
2,715
+57
86
$475K 0.07%
20,070
+1,134
87
$452K 0.06%
2,788
-347
88
$434K 0.06%
8,523
-64
89
$428K 0.06%
21,175
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90
$410K 0.06%
10,823
-342
91
$405K 0.06%
92,882
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92
$404K 0.06%
3,928
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93
$386K 0.05%
757
94
$376K 0.05%
7,592
-380
95
$369K 0.05%
1,032
96
$360K 0.05%
2,580
+460
97
$357K 0.05%
6,376
+5
98
$334K 0.05%
12,690
+462
99
$331K 0.05%
3,637
+15
100
$330K 0.05%
4,554
+37
2 3
4
5 6