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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
+9.52%
1 Year Est. Return
+12.49%
3 Year Est. Return
+40.34%
5 Year Est. Return
+32.16%
10 Year Est. Return
–
AUM
$676M
AUM Growth
+$41.2M
(+6.5%)
Cap. Flow
-$15.4M
Cap. Flow
% of AUM
-2.28%
Top 10 Holdings %
Top 10 Hldgs %
50.27%
Holding
147
New
13
Increased
43
Reduced
78
Closed
2
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.66M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$570K |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$457K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$450K |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$390K |
Top Sells
| 1 |
OEFA
ALPS O'Shares International Developed Quality Dividend ETF
OEFA
|
+$6.58M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$1.29M |
| 3 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$1.09M |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
+$1.07M |
| 5 |
Eli Lilly
LLY
|
+$975K |
Sector Composition
| 1 | Financials | 4.85% |
| 2 | Healthcare | 1.94% |
| 3 | Technology | 1.68% |
| 4 | Consumer Discretionary | 1.42% |
| 5 | Industrials | 1.08% |
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