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
$786M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.63M
3
+$6.45M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.81M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.99M

Top Sells

1
+$10.6M
2
+$10.4M
3
+$6.41M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$2.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.46M

Sector Composition

1 Financials 3.26%
2 Real Estate 2.42%
3 Technology 1.56%
4 Consumer Discretionary 1.43%
5 Healthcare 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$330K 0.04%
5,202
+11
102
$330K 0.04%
10,555
+2,042
103
$329K 0.04%
12,228
+288
104
$329K 0.04%
2,130
+8
105
$323K 0.04%
4,194
-391
106
$312K 0.04%
1,034
107
$310K 0.04%
4,517
+38
108
$307K 0.04%
2,120
109
$307K 0.04%
16,504
+4,237
110
$295K 0.04%
771
+4
111
$293K 0.04%
15,534
-1,086
112
$286K 0.04%
3,194
-1,927
113
$279K 0.04%
1,606
+5
114
$258K 0.03%
2,102
+10
115
$258K 0.03%
+1,410
116
$247K 0.03%
3,940
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117
$243K 0.03%
+1,079
118
$242K 0.03%
3,150
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119
$234K 0.03%
1,478
+6
120
$229K 0.03%
4,049
-74
121
$226K 0.03%
7,485
-690
122
$221K 0.03%
+1,533
123
$220K 0.03%
+6,854
124
$216K 0.03%
5,278
-573
125
$211K 0.03%
935
-11
2 3 4
5
6