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
$529M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.25M
3
+$2.04M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.28M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.27M

Top Sells

1
+$846K
2
+$487K
3
+$463K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$438K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$435K

Sector Composition

1 Financials 6.27%
2 Real Estate 4.51%
3 Consumer Discretionary 0.71%
4 Technology 0.6%
5 Healthcare 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.2M 6.27%
159,517
+2,700
2
$32.9M 6.22%
693,958
+43,050
3
$31.1M 5.89%
260,370
+266
4
$28.9M 5.47%
556,810
+43,204
5
$27.8M 5.26%
152,838
+4,478
6
$22.8M 4.3%
432,097
+50,462
7
$22.1M 4.18%
386,220
+22,218
8
$21.8M 4.12%
541,559
+14,685
9
$19.8M 3.74%
1,240,284
+21,666
10
$18.4M 3.47%
111,608
-764
11
$18.1M 3.42%
155,524
+6,167
12
$17.5M 3.31%
453,400
+9,000
13
$17.1M 3.23%
1,329,064
+77,059
14
$16.8M 3.18%
89,076
+819
15
$15M 2.84%
317,019
+125
16
$13.2M 2.5%
126,375
-1,385
17
$13M 2.45%
142,944
-3,621
18
$12M 2.27%
157,289
+1,688
19
$11.9M 2.24%
601,387
+64,944
20
$10.9M 2.05%
124,503
+2,106
21
$10.5M 1.99%
82,592
+5,274
22
$10.3M 1.94%
525,629
+33,238
23
$10.1M 1.9%
89,484
+8,361
24
$9.84M 1.86%
86,798
+998
25
$8.57M 1.62%
80,239
+4,146
1
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