AFA

American Financial Advisors Portfolio holdings

AUM $775M
1-Year Est. Return 13.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.77%
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
+$26M
2
+$21.1M
3
+$20.7M
4
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$20.2M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$12.8M

Top Sells

1
+$15.7M
2
+$12.4M
3
+$12M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$11M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$10.6M

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
– –
-12,543
102
– –
-11,097
103
– –
-9,050
104
– –
-1,854
105
– –
-9,896
106
– –
-5,840
107
– –
-8,894
1 2 3 4
5