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
$558M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$19.3M
3
+$16.8M
4
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$16.5M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$12.2M

Top Sells

1
+$13.8M
2
+$13.1M
3
+$11.4M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$10.2M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$10.1M

Sector Composition

1 Real Estate 3.46%
2 Financials 2.83%
3 Consumer Discretionary 0.88%
4 Healthcare 0.83%
5 Technology 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-9,050
102
– –
-1,854
103
– –
-9,896
104
– –
-3,931
105
– –
-3,728
106
– –
-5,840
107
– –
-8,894
1 2 3 4
5