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AFA

American Financial Advisors Portfolio holdings

AUM $750M
1-Year Est. Return 12.49%
This Fund
S&P 500
This Quarter Est. Return
-8.43%
1 Year Est. Return
+12.49%
3 Year Est. Return
+40.34%
5 Year Est. Return
+32.16%
10 Year Est. Return
–
AUM
$456M
AUM Growth
–
Cap. Flow
+$475M
Cap. Flow %
104.1%
Top 10 Hldgs %
53%
Holding
90
New
90
Increased
–
Reduced
–
Closed
–

Top Buys

1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$37.4M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$31.7M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$28.1M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$27.1M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$24.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.02%
2 Real Estate 1.32%
3 Healthcare 0.69%
4 Consumer Discretionary 0.59%
5 Technology 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LQD icon
1
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$35B
$37.5M 8.22%
+332,270
New +$37.4M
IGSB icon
2
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.7B
$31.8M 6.97%
+615,519
New +$31.7M
BRK.B icon
3
Berkshire Hathaway Class B
BRK.B
$1.07T
$27.5M 6.02%
+134,460
New +$28.1M
VBK icon
4
Vanguard Small-Cap Growth ETF
VBK
$23.7B
$24.8M 5.43%
+164,577
New +$27.1M
EFA icon
5
iShares MSCI EAFE ETF
EFA
$76.4B
$23M 5.04%
+391,354
New +$24.4M
HDV
6
iShares Core High Dividend ETF
HDV
$14B
$22.2M 4.86%
+1,314,505
New +$23.4M
VWO icon
7
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$20.2M 4.44%
+531,071
New +$20.6M
SCZ icon
8
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.9B
$19.4M 4.25%
+373,868
New +$20.9M
TIP icon
9
iShares TIPS Bond ETF
TIP
$14.4B
$18M 3.96%
+164,799
New +$18M
BNDX icon
10
Vanguard Total International Bond ETF
BNDX
$82.1B
$17.5M 3.83%
+321,805
New +$17.6M
XLV icon
11
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$15.6M 3.42%
+180,326
New +$16.3M
VNQ icon
12
Vanguard Real Estate ETF
VNQ
$38.8B
$13.7M 3%
+183,282
New +$14.4M
EMB icon
13
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$13.4M 2.94%
+129,009
New +$13.5M
EEMV icon
14
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.47B
$13.2M 2.89%
+235,932
New +$13.2M
FLRN icon
15
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.07B
$13.1M 2.87%
+431,442
New +$13.2M
XBI icon
16
State Street SPDR S&P Biotech ETF
XBI
$10.5B
$12.9M 2.82%
+179,506
New +$14.5M
FFC
17
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$780M
$10.4M 2.27%
+620,064
New +$10.5M
IJH icon
18
iShares Core S&P Mid-Cap ETF
IJH
$122B
$10.2M 2.23%
+305,675
New +$11.2M
VIG icon
19
Vanguard Dividend Appreciation ETF
VIG
$111B
$8.74M 1.92%
+89,203
New +$9.3M
HYG icon
20
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$8.6M 1.88%
+106,001
New +$8.87M
RSPT icon
21
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.59B
$8.03M 1.76%
+570,190
New +$8.63M
SRLN icon
22
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$7.57M 1.66%
+169,303
New +$7.87M
IWB icon
23
iShares Russell 1000 ETF
IWB
$48.3B
$6.45M 1.41%
+46,475
New +$6.95M
XT icon
24
iShares Future Exponential Technologies ETF
XT
$3.88B
$5.63M 1.23%
+169,217
New +$6M
WELL icon
25
Welltower
WELL
$166B
$4.94M 1.08%
+71,142
New +$4.84M
1
2 3 4

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