American Financial Advisors

Latest statistics and disclosures from American Financial Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are QQQ, VBK, IWB, VIG, FTCS, and represent 26.62% of American Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: AAPL, TSLA, VIAC, RCL, PG, SCHB, IGSB, FTSM, XLK, MBB.
  • Started 4 new stock positions in PG, SCHB, RCL, VIAC.
  • Reduced shares in these 10 stocks: QQQ, VBK, FTCS, IWB, XBI, SCZ, SCHF, FEMS, FTSL, FCVT.
  • Sold out of its positions in ABBV, AYX, UPS.
  • American Financial Advisors was a net seller of stock by $-17M.
  • American Financial Advisors has $615M in assets under management (AUM), dropping by -1.47%.

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Portfolio Holdings for American Financial Advisors

Companies in the American Financial Advisors portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco QQQ Trust Unit Ser 1 (QQQ) 7.8 $48M -3% 174k 277.84
Vanguard Small Cap Growth Sml Cp Grw Etf (VBK) 5.8 $36M -3% 166k 214.93
iShares Rus 1000 Rus 1000 Etf (IWB) 5.3 $33M -2% 175k 187.15
Vanguard Div Apprec Div App Etf (VIG) 4.0 $25M -2% 193k 128.66
First TRUST Capital Cap Strength Etf (FTCS) 3.6 $22M -4% 354k 63.27
iShares Invst Grd Crp Bnd Iboxx Inv Cp Etf (LQD) 3.4 $21M -2% 157k 134.71
iShares S&P MidCap 400 Core S&p Mcp Etf (IJH) 3.4 $21M -3% 112k 185.31
FT Emrging Mkts Sml Cap Em Sml Cp Alph (FEMS) 3.3 $20M -3% 605k 33.58
Invesco S&P SmallCap Low Vol S&p Smlcp Low (XSLV) 3.3 $20M -2% 607k 33.20
iShares EAFE Small Cap Eafe Sml Cp Etf (SCZ) 3.3 $20M -4% 339k 58.99
SPDR S&P Biotech ETF S&p Biotech (XBI) 3.2 $20M -4% 176k 111.43
First Tr Exchange Traded Fd IV Fst Low Oppt Eft (LMBS) 3.2 $20M -2% 378k 51.68
First Trust TCW Opp Fixed Tcw Opportunis (FIXD) 3.2 $19M -2% 353k 55.03
FT Emerging Markets Emerg Mkt Alph (FEM) 3.1 $19M -3% 870k 21.64

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First Trust Senior Loan ETF Senior Ln Fd (FTSL) 3.0 $18M -3% 397k 46.01
Berkshire Hathaway Class B Cl B New (BRK.B) 2.8 $17M -3% 82k 212.94
Schwab Intl Equities Intl Eqty Etf (SCHF) 2.8 $17M -5% 541k 31.40
First Trust SSI Strategic Conv Ssi Strg Etf (FCVT) 2.7 $17M -4% 417k 40.31
Vanguard Total Intl Bd Idx Intl Bd Idx Etf (BNDX) 2.4 $15M -4% 253k 58.18
Vanguard Intl Dividend Intl Dvd Etf (VIGI) 2.4 $15M -4% 201k 72.01
DNP Select Income Fund (DNP) 2.3 $14M -3% 1.4M 10.04
First Tr Exchange Traded Fd IV First Tr Ta Hiyl (HYLS) 2.1 $13M 280k 47.18
iShares Emrg Mkts Bnd Jpmorgan Usd Emg (EMB) 2.1 $13M -4% 116k 110.89
Welltower Inc Com reit (WELL) 1.9 $12M -3% 215k 55.09
Spdr S&P Aerospace Aerospace Def (XAR) 1.7 $10M -4% 117k 87.34
Medical Properties Trust (MPW) 1.6 $10M -4% 574k 17.63
Real Estate Select Sctr Rl Est Sel Sec (XLRE) 1.2 $7.7M -4% 218k 35.27
Vangd Emerg Mkts Viper Ftse Emr Mkt Etf (VWO) 1.2 $7.6M 176k 43.24
Vanguard Long Term Long Term Treas (VGLT) 1.0 $5.9M -5% 59k 99.66
iShares Barclays TIPS Tips Bd Etf (TIP) 0.8 $5.2M 41k 126.51
iShares MSCI EAFE Msci Eafe Etf (EFA) 0.8 $4.7M 74k 63.65
Apple (AAPL) 0.7 $4.2M +323% 36k 115.81
iShares Lehman 7-10 Bd Barclays 7 10 Yr (IEF) 0.6 $3.7M 30k 121.83
Eli Lilly & Co. (LLY) 0.6 $3.6M 24k 148.03
Spdr Dj Reit Dj Reit Etf (RWR) 0.6 $3.5M 45k 77.97
First Trust Preferred ETF Pfd Secs Inc Etf (FPE) 0.6 $3.4M -17% 177k 19.17
Amazon (AMZN) 0.5 $3.4M 1.1k 3147.39
SPDR Health Fund Sbi Healthcare (XLV) 0.4 $2.6M 25k 105.49
iShares Intl Value Eafe Value Etf (EFV) 0.4 $2.3M -5% 56k 40.35
Home Depot (HD) 0.3 $2.0M -5% 7.1k 277.67
Vangd Ttl Stk Mkt Total Stk Mkt (VTI) 0.3 $1.9M 11k 170.27
WisdomTree Emerg Mkts SmallCap Emg Mkts Smcap (DGS) 0.3 $1.9M -4% 45k 41.36
First Trust Short Maturity ETF First Tr Enh New (FTSM) 0.3 $1.8M +5% 31k 60.01
iShares ShrtTerm Corp Bnd ETF Sh Tr Crport Etf (IGSB) 0.3 $1.7M +8% 32k 54.91
IShares MBS ETF Mbs Etf (MBB) 0.3 $1.7M +4% 16k 110.43
iShares Rus 2000 Value Rus 2000 Val Etf (IWN) 0.3 $1.7M 17k 99.33
iShares HiYield Corp Bond Iboxx Hi Yd Etf (HYG) 0.2 $1.5M -6% 17k 83.93
Delta Air Lines Com New (DAL) 0.2 $1.3M -3% 44k 30.59
Invesco S&P 500 Tech Eq Wght S&p500 Eql Tec (RYT) 0.2 $1.3M 6.2k 210.67
iShares Rus 2000 Russell 2000 Etf (IWM) 0.2 $1.3M -2% 8.6k 149.85
Microsoft Corporation (MSFT) 0.2 $1.2M 5.8k 210.28
iShares Rus 1000 Val Rus 1000 Val Etf (IWD) 0.2 $1.2M 10k 118.15
iShares S&P Ntl AMT-Free Muni National Mun Etf (MUB) 0.2 $1.1M 9.1k 115.88
Vangd REIT Viper Real Estate Etf (VNQ) 0.2 $956k 12k 78.92
iShares S&P 500 Core S&p500 Etf (IVV) 0.1 $916k 2.7k 335.90
Walt Disney Company (DIS) 0.1 $861k -6% 6.9k 124.03
Alphabet Inc Class A Cap Stk Cl A (GOOGL) 0.1 $832k -4% 568.00 1464.79
Tesla Motors (TSLA) 0.1 $790k +884% 1.8k 429.11
iShares S&P 500 Grw S&p 500 Grwt Etf (IVW) 0.1 $752k +5% 3.3k 231.17
Facebook Inc Class A Cl A (FB) 0.1 $663k -3% 2.5k 262.06
Coca-Cola Company (KO) 0.1 $657k 13k 49.38
iShares Emer Mkts Min. Vol Min Vol Emrg Mkt (EEMV) 0.1 $544k -2% 9.9k 55.18
First Trust Biotech Ny Arca Biotech (FBT) 0.1 $539k +6% 3.4k 157.23
iShares FTSE REIT Residnl Real Est (REZ) 0.1 $524k 8.6k 60.95
Intel Corporation (INTC) 0.1 $503k +2% 9.7k 51.77
SPDR Tech Select Technology (XLK) 0.1 $495k +18% 4.2k 116.72
Southern Copper Corporation (SCCO) 0.1 $493k 11k 45.30
Flaherty & Crumrine/Claymore Preferred S (FFC) 0.1 $480k -3% 23k 20.94
iShares S&P 600 Val Sp Smcp600vl Etf (IJS) 0.1 $479k 3.9k 122.35
SPDR Fincl Select Sbi Int-finl (XLF) 0.1 $466k +8% 19k 24.09
Boeing Company (BA) 0.1 $461k -5% 2.8k 165.17
Schwab US Lrg ETF Us Lrg Cap Etf (SCHX) 0.1 $456k -2% 5.7k 80.64
iShares Inc Core Msci Emerging Core Msci Emkt (IEMG) 0.1 $454k 8.6k 52.82
Doubleline Income Solutions (DSL) 0.1 $450k 28k 16.03
Carnival Corp Unit 99/99/9999 (CCL) 0.1 $378k -7% 25k 15.17
Weyerhaeuser Company (WY) 0.1 $375k 13k 28.54
Johnson & Johnson (JNJ) 0.1 $373k 2.5k 148.78
First TRUST Internet Dj Internt Idx (FDN) 0.1 $366k +2% 1.9k 188.17
iShares MSCI Total Intl Stk Core Msci Total (IXUS) 0.1 $359k -2% 6.2k 58.27
MGM Resorts International. (MGM) 0.1 $357k +5% 16k 21.74
Schwab US Smallcap Us Sml Cap Etf (SCHA) 0.1 $343k 5.0k 68.26
Verizon Communications (VZ) 0.1 $337k -3% 5.7k 59.40
General Electric Company (GE) 0.1 $316k -8% 51k 6.24
SPDR Dow Jones Global RE Dj Glb Rl Es Etf (RWO) 0.0 $301k -2% 7.6k 39.47
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $298k -13% 1.0k 294.47
Starbucks Corporation (SBUX) 0.0 $293k 3.4k 86.05
Datadog Inc Cl A Cl A Com (DDOG) 0.0 $288k +2% 2.8k 102.24
Spdr Industrials Sbi Int-inds (XLI) 0.0 $258k 3.4k 76.92
S&P 500 Spdr Trst Tr Unit (SPY) 0.0 $247k 739.00 334.24
UnitedHealth (UNH) 0.0 $247k 793.00 311.48
Ishares Tr Exponential Tech Exponential Tech (XT) 0.0 $242k 5.0k 48.57
Invesco Russell MdCp Pure Grwt Rusel Mdcp Gwt (XMMO) 0.0 $237k 3.6k 66.22
Southern Company (SO) 0.0 $235k 4.3k 54.32
Viacomcbs CL B (VIAC) 0.0 $235k NEW 8.4k 28.03
iShares Dev REIT ex-US Intl Dev Re Etf (IFGL) 0.0 $228k -4% 9.5k 23.89
Royal Caribbean Cruises (RCL) 0.0 $223k NEW 3.4k 64.86
iShares Barclay's Agg Bond Core Us Aggbd Et (AGG) 0.0 $222k 1.9k 118.15
Pepsi (PEP) 0.0 $216k 1.6k 138.37
Cisco Systems (CSCO) 0.0 $212k -2% 5.4k 39.32
Procter & Gamble Company (PG) 0.0 $206k NEW 1.5k 139.10
Schwab US Broad Mkt Us Brd Mkt Etf (SCHB) 0.0 $204k NEW 2.6k 79.59
Schwab US Div Equity ETF Us Dividend Eq (SCHD) 0.0 $201k -7% 3.6k 55.30
Annaly Capital Management (NLY) 0.0 $172k -2% 24k 7.11
Biosig Tech (BSGM) 0.0 $111k -4% 22k 4.95
Amarin Corp Spons Adr New (AMRN) 0.0 $105k +67% 25k 4.21
Amyris Com New (AMRS) 0.0 $88k 30k 2.93
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $60k +2% 11k 5.42
Credit Suisse AM Inc Fund (CIK) 0.0 $32k -7% 11k 2.93
Nabriva Therapeutics SHS (NBRV) 0.0 $6.0k 12k 0.50

Past Filings by American Financial Advisors

SEC 13F filings are viewable for American Financial Advisors going back to 2018