Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMERICAN FINANCIAL ADVISORS LLC | 01-31-2024 | 12-31-2023 | 145 | 675,895,903 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | TIPS BD ETF | 51 | $1,530,541 | 14,239 | 0.00 | 0.00 | -5,420 | -27.57 | 12-31-2023 |
| ISHARES TR | RUS 1000 VAL ETF | 52 | $1,372,624 | 8,306 | 0.00 | 0.00 | 19 | 0.23 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 53 | $1,332,748 | 25,793 | 0.00 | 0.00 | -4,332 | -14.38 | 12-31-2023 |
| WELLTOWER INC | COM | 54 | $1,299,037 | 14,407 | 0.00 | 0.00 | -2,087 | -12.65 | 12-31-2023 |
