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
126
$212K 0.03%
876
-152
127
$207K 0.03%
392
-7
128
$206K 0.03%
+1,241
129
$205K 0.03%
1,775
-62
130
$204K 0.03%
1,745
-428
131
$201K 0.03%
+1,491
132
$128K 0.02%
12,021
+120
133
$99K 0.01%
1,131
134
$40K 0.01%
11,288
+120
135
– –
-3,501
2 3 4 5
6