AFA

American Financial Advisors Portfolio holdings

AUM $776M
1-Year Est. Return 10.23%
This Quarter Est. Return
1 Year Est. Return
+10.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$733M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.25M
3
+$285K
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$268K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$261K

Top Sells

1
+$1.91M
2
+$1.65M
3
+$1.51M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.08M
5
DNP icon
DNP Select Income Fund
DNP
+$1.02M

Sector Composition

1 Financials 5.76%
2 Technology 1.96%
3 Healthcare 1.91%
4 Consumer Discretionary 1.5%
5 Industrials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$254K 0.03%
13,724
127
$247K 0.03%
1,831
+2
128
$247K 0.03%
30,527
129
$245K 0.03%
6,854
130
$242K 0.03%
459
+7
131
$242K 0.03%
5,518
-1,256
132
$233K 0.03%
5,668
+11
133
$229K 0.03%
846
-57
134
$227K 0.03%
3,128
+134
135
$225K 0.03%
1,980
+9
136
$219K 0.03%
780
+77
137
$214K 0.03%
+455
138
$214K 0.03%
364
139
$210K 0.03%
+3,372
140
$206K 0.03%
+745
141
$202K 0.03%
1,375
+39
142
$202K 0.03%
+729
143
$187K 0.03%
11,629
+12
144
$73K 0.01%
5,819
-500
145
$35.3K ﹤0.01%
11,425
146
$24.2K ﹤0.01%
10,000
147
– –
-11,778
148
– –
-1,032
149
– –
-1,166
150
– –
-1,092
3 4 5
6
7