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
$727M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$5.6M
3
+$3.53M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.67M
5
ARKK icon
ARK Innovation ETF
ARKK
+$2.64M

Top Sells

1
+$4.65M
2
+$2.16M
3
+$1.77M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.56M
5
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$1.54M

Sector Composition

1 Financials 2.9%
2 Real Estate 2.24%
3 Consumer Discretionary 1.34%
4 Technology 1.23%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$325K 0.04%
17,969
-2,540
102
$320K 0.04%
1,410
+48
103
$317K 0.04%
5,851
104
$317K 0.04%
5,004
+13
105
$316K 0.04%
2,520
+160
106
$303K 0.04%
756
-42
107
$293K 0.04%
5,696
-87
108
$291K 0.04%
5,482
+12
109
$289K 0.04%
11,448
+306
110
$287K 0.04%
+14,320
111
$280K 0.04%
16,122
+432
112
$271K 0.04%
1,034
113
$269K 0.04%
4,442
+38
114
$261K 0.04%
1,695
115
$260K 0.04%
2,812
116
$252K 0.03%
663
+2
117
$252K 0.03%
1,922
+200
118
$243K 0.03%
2,850
119
$237K 0.03%
6,661
+97
120
$236K 0.03%
1,593
+18
121
$236K 0.03%
10,866
+774
122
$232K 0.03%
946
-913
123
$228K 0.03%
1,466
+6
124
$226K 0.03%
+899
125
$218K 0.03%
895
+2
2 3 4
5
6