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
$676M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$600K
3
+$487K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$480K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$417K

Top Sells

1
+$6.58M
2
+$1.39M
3
+$1.19M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.07M
5
LLY icon
Eli Lilly
LLY
+$974K

Sector Composition

1 Financials 4.85%
2 Healthcare 1.94%
3 Technology 1.68%
4 Consumer Discretionary 1.42%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$330K 0.05%
+9,814
102
$329K 0.05%
5,346
103
$312K 0.05%
5,227
+11
104
$307K 0.05%
1,805
+7
105
$304K 0.05%
2,350
106
$297K 0.04%
2,026
+96
107
$291K 0.04%
11,928
108
$290K 0.04%
15,609
-129
109
$286K 0.04%
3,367
-953
110
$286K 0.04%
2,772
-264
111
$285K 0.04%
3,405
+151
112
$284K 0.04%
+2,860
113
$284K 0.04%
1,667
+12
114
$283K 0.04%
2,954
-38
115
$281K 0.04%
+10,379
116
$281K 0.04%
16,651
-11,348
117
$280K 0.04%
1,034
118
$273K 0.04%
14,724
-120
119
$273K 0.04%
+5,426
120
$264K 0.04%
7,014
-18
121
$263K 0.04%
4,385
-662
122
$254K 0.04%
2,702
+21
123
$246K 0.04%
2,985
+182
124
$245K 0.04%
2,094
125
$237K 0.04%
+11,416
2 3 4
5
6