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AFA

American Financial Advisors Portfolio holdings

AUM $750M
1-Year Est. Return 12.49%
This Fund
S&P 500
This Quarter Est. Return
-4.52%
1 Year Est. Return
+12.49%
3 Year Est. Return
+40.34%
5 Year Est. Return
+32.16%
10 Year Est. Return
–
AUM
$579M
AUM Growth
+$202M
Cap. Flow
+$241M
Cap. Flow %
41.64%
Top 10 Hldgs %
50.01%
Holding
122
New
49
Increased
32
Reduced
34
Closed
2

Top Buys

1
QQQ icon
Invesco QQQ Trust
QQQ
+$49.5M
2
FTCS icon
First Trust Capital Strength ETF
FTCS
+$29.7M
3
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$27.2M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$25.9M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$22M

Top Sells

1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$934K
2
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$795K
3
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$456K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$442K
5
OEFA
ALPS O'Shares International Developed Quality Dividend ETF
OEFA
+$424K

Sector Composition

1 Financials 3.64%
2 Healthcare 1.63%
3 Technology 1.24%
4 Consumer Discretionary 1.23%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XOM icon
101
ExxonMobil
XOM
$599B
$267K 0.05%
+3,055
New +$279K
FEM icon
102
First Trust Emerging Markets AlphaDEX Fund
FEM
$744M
$266K 0.05%
+14,389
New +$302K
PEP icon
103
PepsiCo
PEP
$189B
$266K 0.05%
1,631
+8
+0.5% +$1.38K
AMGN icon
104
Amgen
AMGN
$195B
$257K 0.04%
+1,140
New +$276K
NVDA icon
105
NVIDIA
NVDA
$4.93T
$225K 0.04%
18,550
-110
-0.6% -$1.74K
XT icon
106
iShares Future Exponential Technologies ETF
XT
$3.88B
$224K 0.04%
5,031
– –
DVY icon
107
iShares Select Dividend ETF
DVY
$23.6B
$223K 0.04%
2,081
+185
+10% +$22.2K
PG icon
108
Procter & Gamble
PG
$345B
$219K 0.04%
1,736
+259
+18% +$36.8K
XLE icon
109
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$219K 0.04%
+6,072
New +$230K
SMH icon
110
VanEck Semiconductor ETF
SMH
$71B
$216K 0.04%
2,338
+170
+8% +$18.5K
VOOG icon
111
Vanguard S&P 500 Growth ETF
VOOG
$26.1B
$216K 0.04%
6,204
– –
CVX icon
112
Chevron
CVX
$363B
$208K 0.04%
+1,448
New +$221K
AFL icon
113
Aflac
AFL
$62.8B
$201K 0.03%
+3,575
New +$210K
HYLS icon
114
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.63B
$201K 0.03%
+5,251
New +$214K
NLY icon
115
Annaly Capital Management
NLY
$16.5B
$179K 0.03%
+10,409
New +$262K
CCL icon
116
Carnival Corporation Ltd
CCL
$36.4B
$146K 0.03%
+20,785
New +$201K
ET icon
117
Energy Transfer Partners
ET
$69.4B
$145K 0.03%
+13,107
New +$146K
DSL
118
DoubleLine Income Solutions Fund
DSL
$1.27B
$115K 0.02%
+10,661
New +$131K
AMRN
119
Amarin Corp
AMRN
$308M
$32K 0.01%
+1,469
New +$39.4K
CIK
120
Credit Suisse Asset Management Income Fund
CIK
$136M
$30K 0.01%
+11,425
New +$32.5K
SCHB icon
121
Schwab US Broad Market ETF
SCHB
$43.3B
– –
-15,753
Closed -$232K
XHB icon
122
State Street SPDR S&P Homebuilders ETF
XHB
$2.06B
– –
-4,433
Closed -$243K
1 2 3 4
5

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