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
$720M
AUM Growth
-$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$9.47M
3
+$8.78M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$4.16M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.42M

Top Sells

1
+$16.4M
2
+$15.6M
3
+$14M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$9.05M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.8M

Sector Composition

1 Financials 3.8%
2 Technology 1.53%
3 Consumer Discretionary 1.41%
4 Healthcare 1.2%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$318K 0.04%
16,147
-1,093
102
$302K 0.04%
10,732
+177
103
$296K 0.04%
16,567
+63
104
$296K 0.04%
5,017
105
$292K 0.04%
+1,229
106
$291K 0.04%
5,213
+11
107
$290K 0.04%
6,342
-920
108
$289K 0.04%
4,575
-410
109
$286K 0.04%
2,120
-10
110
$285K 0.04%
1,034
111
$284K 0.04%
5,328
-3,018
112
$278K 0.04%
15,600
+66
113
$273K 0.04%
1,131
+52
114
$270K 0.04%
2,106
+4
115
$270K 0.04%
1,616
+10
116
$257K 0.04%
3,196
+2
117
$239K 0.03%
6,314
-1,171
118
$234K 0.03%
1,533
+123
119
$230K 0.03%
3,404
-790
120
$229K 0.03%
3,562
+6
121
$226K 0.03%
+1,388
122
$218K 0.03%
2,600
-550
123
$212K 0.03%
3,918
-131
124
$204K 0.03%
6,854
125
$202K 0.03%
1,485
+7
2 3 4
5
6