AFA
American Financial Advisors Portfolio holdings
AUM
$716M
This Quarter Return
+0.33%
1 Year Return
+11.74%
3 Year Return
+41.02%
5 Year Return
+53.02%
10 Year Return
–
AUM
$703M
AUM Growth
+$703M
(-0.96%)
Cap. Flow
-$3.37M
Cap. Flow
% of AUM
-0.48%
Top 10 Holdings %
Top 10 Hldgs %
52.35%
Holding
154
New
3
Increased
65
Reduced
66
Closed
9
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 5.48% |
| 2 | Healthcare | 2.03% |
| 3 | Technology | 2.03% |
| 4 | Consumer Discretionary | 1.5% |
| 5 | Industrials | 1.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares MBS ETF
MBB
$41B
| – | – | -2,639 | Closed | -$244K |
|
152
Annaly Capital Management
NLY
$13.6B
| – | – | -10,393 | Closed | -$205K |
|
153
Novo Nordisk
NVO
$251B
| – | – | -1,599 | Closed | -$205K |
|
154
iShares Exponential Technologies ETF
XT
$3.51B
| – | – | -4,385 | Closed | -$261K |
|