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
126
$235K 0.03%
+1,595
127
$233K 0.03%
2,330
+11
128
$222K 0.03%
+6,854
129
$221K 0.03%
1,483
+8
130
$220K 0.03%
9,941
-2,488
131
$213K 0.03%
1,953
-39
132
$210K 0.03%
+1,243
133
$208K 0.03%
+8,271
134
$207K 0.03%
10,685
+170
135
$207K 0.03%
4,975
-1,131
136
$206K 0.03%
3,178
-196
137
$206K 0.03%
+680
138
$203K 0.03%
+743
139
$202K 0.03%
+307
140
$160K 0.02%
11,593
+12
141
$146K 0.02%
11,996
+86
142
$115K 0.02%
30,527
143
$101K 0.02%
5,819
144
$35.8K 0.01%
11,425
145
$34.3K 0.01%
+10,000
146
– –
-21,018
147
– –
-256,124
2 3 4 5
6