AFA
American Financial Advisors Portfolio holdings
AUM
$775M
1-Year Est. Return
13.77%
This Fund
S&P 500
1 Year Est. Return
+13.77%
AUM
$775M
AUM Growth
-$1.58M
(-0.2%)
Holding
165
Top Buys
| 1 | +$1.03M | |
| 2 | +$963K | |
| 3 | +$611K | |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$579K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$410K |
Top Sells
| 1 | +$2.5M | |
| 2 | +$2.02M | |
| 3 | +$1.63M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.51M |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$1.3M |
Sector Composition
| 1 | Financials | 5.42% |
| 2 | Technology | 2.42% |
| 3 | Healthcare | 2.06% |
| 4 | Industrials | 1.61% |
| 5 | Consumer Discretionary | 1.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Walmart Inc
WMT
$1.02T
| $210K | 0.03% |
+1,888
|
|
||
152
Qualcomm
QCOM
$152B
| $210K | 0.03% |
1,230
+5
|
|
||
153
God Bless America ETF
YALL
$102M
| $208K | 0.03% |
4,816
+23
|
|
||
154
iShares Future Exponential Technologies ETF
XT
$3.67B
| $207K | 0.03% |
+2,971
|
|
||
155
Merck
MRK
$307B
| $206K | 0.03% |
+1,958
|
|
||
156
Shopify
SHOP
$157B
| $206K | 0.03% |
+1,279
|
|
||
157
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$270M
| $203K | 0.03% |
4,825
-175
|
|
||
158
State Street SPDR S&P Homebuilders ETF
XHB
$1.77B
| $201K | 0.03% |
1,957
+3
|
|
||
159
Nuveen Preferred & Income Opportunities Fund
JPC
$2.93B
| $97.3K | 0.01% |
+12,000
|
|
||
|
CIK
160
Credit Suisse Asset Management Income Fund
CIK
$149M
| $32.3K | ﹤0.01% |
11,425
|
|
||
161
Automatic Data Processing
ADP
$86.3B
| – | – |
-711
|
|
||
162
Datadog
DDOG
$39.3B
| – | – |
-1,454
|
|
||
163
First Trust Enhanced Short Maturity ETF
FTSM
$6.38B
| – | – |
-5,784
|
|
||
164
Ferrari
RACE
$67.3B
| – | – |
-455
|
|
||
165
Wheels Up
UP
$430M
| – | – |
-10,000
|
|