American Financial Advisors, LLC Buys WisdomTree Emerging Market SmallCap Fund, Vanguard Total International Bond ETF, iShares iBoxx $ Investment Grade Corporate Bond, Sells First Trust Senior Loan Fund ETF, Berkshire Hathaway Inc, iShares MSCI EAFE Value

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Feb 15, 2020
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Investment company American Financial Advisors, LLC (Current Portfolio) buys WisdomTree Emerging Market SmallCap Fund, Vanguard Total International Bond ETF, iShares iBoxx $ Investment Grade Corporate Bond, iShares 7-10 Year Treasury Bond ETF, DNP Select Income Fund Inc, sells First Trust Senior Loan Fund ETF, Berkshire Hathaway Inc, iShares MSCI EAFE Value, First Trust Enhanced Short Maturity ETF, Flaherty & Crumrine Preferred Securities Income Fu during the 3-months ended 2019Q4, according to the most recent filings of the investment company, American Financial Advisors, LLC. As of 2019Q4, American Financial Advisors, LLC owns 90 stocks with a total value of $525 million. These are the details of the buys and sells.

For the details of American Financial Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/american+financial+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of American Financial Advisors, LLC
  1. Vanguard Div Appreciation (VIG) - 287,377 shares, 6.51% of the total portfolio. Shares added by 10.37%
  2. Vanguard Small-Cap Growth (VBK) - 156,116 shares, 5.38% of the total portfolio. Shares added by 2.14%
  3. First Trust Low Duration Mortgage Opportunities ET (LMBS) - 496,001 shares, 4.91% of the total portfolio. Shares reduced by 10.92%
  4. Berkshire Hathaway Inc (BRK.B) - 116,020 shares, 4.58% of the total portfolio. Shares reduced by 27.27%
  5. iShares MSCI EAFE Small-Cap ETF (SCZ) - 411,331 shares, 4.45% of the total portfolio. Shares added by 6.50%
New Purchase: WisdomTree Emerging Market SmallCap Fund (DGS)

American Financial Advisors, LLC initiated holding in WisdomTree Emerging Market SmallCap Fund. The purchase prices were between $43.6 and $47.82, with an estimated average price of $45.54. The stock is now traded at around $45.39. The impact to a portfolio due to this purchase was 2.8%. The holding were 333,852 shares as of .

New Purchase: SPDR Select Sector Fund - Financial (XLF)

American Financial Advisors, LLC initiated holding in SPDR Select Sector Fund - Financial. The purchase prices were between $26.78 and $30.94, with an estimated average price of $29.41. The stock is now traded at around $31.17. The impact to a portfolio due to this purchase was 0.05%. The holding were 8,790 shares as of .

New Purchase: United Parcel Service Inc (UPS)

American Financial Advisors, LLC initiated holding in United Parcel Service Inc. The purchase prices were between $112.74 and $124.3, with an estimated average price of $118.44. The stock is now traded at around $105.95. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,854 shares as of .

New Purchase: Schwab US Dividend Equity (SCHD)

American Financial Advisors, LLC initiated holding in Schwab US Dividend Equity. The purchase prices were between $52.87 and $58.15, with an estimated average price of $56.27. The stock is now traded at around $58.85. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,699 shares as of .

New Purchase: Amarin Corp PLC (AMRN)

American Financial Advisors, LLC initiated holding in Amarin Corp PLC. The purchase prices were between $13.94 and $24.12, with an estimated average price of $19.16. The stock is now traded at around $17.62. The impact to a portfolio due to this purchase was 0.03%. The holding were 10,922 shares as of .

New Purchase: Nabriva Therapeutics PLC (NBRV)

American Financial Advisors, LLC initiated holding in Nabriva Therapeutics PLC. The purchase prices were between $1.28 and $2.13, with an estimated average price of $1.83. The stock is now traded at around $1.55. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 12,000 shares as of .

Added: Vanguard Total International Bond ETF (BNDX)

American Financial Advisors, LLC added to a holding in Vanguard Total International Bond ETF by 1311.04%. The purchase prices were between $56.58 and $58.91, with an estimated average price of $58.04. The stock is now traded at around $57.54. The impact to a portfolio due to this purchase was 2.5%. The holding were 239,665 shares as of .

Added: iShares iBoxx $ Investment Grade Corporate Bond (LQD)

American Financial Advisors, LLC added to a holding in iShares iBoxx $ Investment Grade Corporate Bond by 102.05%. The purchase prices were between $125.71 and $128.49, with an estimated average price of $127.36. The stock is now traded at around $130.98. The impact to a portfolio due to this purchase was 2.04%. The holding were 166,875 shares as of .

Added: iShares 7-10 Year Treasury Bond ETF (IEF)

American Financial Advisors, LLC added to a holding in iShares 7-10 Year Treasury Bond ETF by 53.88%. The purchase prices were between $109.78 and $113.16, with an estimated average price of $111.02. The stock is now traded at around $113.30. The impact to a portfolio due to this purchase was 1.03%. The holding were 137,697 shares as of .

Added: DNP Select Income Fund Inc (DNP)

American Financial Advisors, LLC added to a holding in DNP Select Income Fund Inc by 23.47%. The purchase prices were between $12.15 and $12.98, with an estimated average price of $12.74. The stock is now traded at around $13.10. The impact to a portfolio due to this purchase was 0.77%. The holding were 1,640,960 shares as of .

Added: iShares 1-3 Year Credit Bond ETF (IGSB)

American Financial Advisors, LLC added to a holding in iShares 1-3 Year Credit Bond ETF by 103.71%. The purchase prices were between $53.05 and $53.54, with an estimated average price of $53.25. The stock is now traded at around $54.00. The impact to a portfolio due to this purchase was 0.68%. The holding were 130,514 shares as of .

Added: PowerShares QQQ Trust Ser 1 (QQQ)

American Financial Advisors, LLC added to a holding in PowerShares QQQ Trust Ser 1 by 20.42%. The purchase prices were between $184.05 and $213.79, with an estimated average price of $200.68. The stock is now traded at around $234.64. The impact to a portfolio due to this purchase was 0.65%. The holding were 107,268 shares as of .

Sold Out: iShares Core High Dividend (HDV)

American Financial Advisors, LLC sold out a holding in iShares Core High Dividend. The sale prices were between $90.49 and $98.37, with an estimated average price of $94.83.

Sold Out: Vanguard Total Bond Market ETF (BND)

American Financial Advisors, LLC sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $82.85 and $84.2, with an estimated average price of $83.54.



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