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
126
$172K 0.02%
+10,157
127
$153K 0.02%
10,523
+99
128
$139K 0.02%
12,439
+144
129
$74K 0.01%
1,131
130
$55K 0.01%
18,104
+2,282
131
– –
-1,533
132
– –
-5,278
133
– –
-1,028
134
– –
-3,940
135
– –
-935
136
– –
-771
137
– –
-676
138
– –
-724
139
– –
-692,060
140
– –
-1,238
141
– –
-883
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6