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AFA

American Financial Advisors Portfolio holdings

AUM $831M
1-Year Est. Return 21.38%
This Fund
S&P 500
This Quarter Est. Return
+2.27%
1 Year Est. Return
+21.38%
3 Year Est. Return
+52.74%
5 Year Est. Return
+43.68%
10 Year Est. Return
–
AUM
$513M
AUM Growth
+$22.1M
Cap. Flow
+$11.3M
Cap. Flow %
2.21%
Top 10 Hldgs %
48.61%
Holding
104
New
4
Increased
42
Reduced
47
Closed
9

Top Buys

1
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.95M
2
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.94M
3
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$2.45M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.08M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.73M

Top Sells

1
FFC
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
+$1.58M
2
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$880K
3
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$682K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$664K
5
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$405K

Sector Composition

1 Financials 6.52%
2 Real Estate 4.13%
3 Consumer Discretionary 0.71%
4 Industrials 0.67%
5 Technology 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SRLN icon
101
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
– –
-4,465
Closed -$205K
VEA icon
102
Vanguard FTSE Developed Markets ETF
VEA
$229B
– –
-5,283
Closed -$215K
1 2 3 4
5

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RIA
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