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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
+4.12%
1 Year Est. Return
+12.49%
3 Year Est. Return
+40.34%
5 Year Est. Return
+32.16%
10 Year Est. Return
–
AUM
$786M
AUM Growth
+$37.2M
(+5%)
Cap. Flow
+$13.4M
Cap. Flow
% of AUM
1.7%
Top 10 Holdings %
Top 10 Hldgs %
50.7%
Holding
140
New
8
Increased
67
Reduced
56
Closed
5
Top Buys
Top Sells
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 | |
|---|---|---|---|---|---|---|
126
CrowdStrike
CRWD
$191B
| $210K | 0.03% |
4,112
+468
| +13% | +$28.5K |
|
127
Aflac
AFL
$62.8B
| $208K | 0.03% |
+3,556
| New | +$199K |
|
128
iShares Russell 1000 Growth ETF
IWF
$126B
| $207K | 0.03% |
+2,704
| New | +$200K |
|
129
Target
TGT
$61.2B
| $204K | 0.03% |
883
+6
| +0.7% | +$1.46K |
|
130
Procter & Gamble
PG
$345B
| $203K | 0.03% |
+1,238
| New | +$184K |
|
131
iShares Russell 3000 ETF
IWV
$19.8B
| $201K | 0.03% |
+724
| New | +$196K |
|
|
DSL
132
DoubleLine Income Solutions Fund
DSL
$1.27B
| $168K | 0.02% |
10,424
-3,039
| -23% | -$52K |
|
133
Energy Transfer Partners
ET
$69.4B
| $101K | 0.01% |
12,295
+141
| +1% | +$1.28K |
|
|
AMRN
134
Amarin Corp
AMRN
$308M
| $76K | 0.01% |
1,131
| – | – |
|
|
CIK
135
Credit Suisse Asset Management Income Fund
CIK
$136M
| $54K | 0.01% |
15,822
+127
| +0.8% | +$438 |
|
136
iShares Core US Aggregate Bond ETF
AGG
$138B
| – | – |
-1,764
| Closed | -$203K |
|
137
ARK Genomic Revolution ETF
ARKG
$1.64B
| – | – |
-2,812
| Closed | -$210K |
|
138
ARK Web x.0 ETF
ARKW
$1.69B
| – | – |
-1,695
| Closed | -$235K |
|
139
Alibaba
BABA
$269B
| – | – |
-1,460
| Closed | -$216K |
|
140
Netflix
NFLX
$311B
| – | – |
-3,920
| Closed | -$239K |
|
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