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AMERICA FIRST INVESTMENT ADVISORS, LLC 13F portfolio summary

AMERICA FIRST INVESTMENT ADVISORS, LLC of AMERICA FIRST INVESTMENT ADVISORS, LLC has 40 current stock holdings with a reported portfolio value of $536.5M. The portfolio 1 year return is +9.77%. Top holdings include SPY (0.00%), SHY (8.64%), JNJ (6.67%), GOOGL (5.78%), SLB (5.73%).

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AMERICA FIRST INVESTMENT ADVISORS, LLC

AMERICA FIRST INVESTMENT ADVISORS, LLC
Latest filing: 2026-03-31

AMERICA FIRST INVESTMENT ADVISORS, LLC runs AMERICA FIRST INVESTMENT ADVISORS, LLC and currently holds 40 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $536.47M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. AMERICA FIRST INVESTMENT ADVISORS, LLC ranks #490 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, AMERICA FIRST INVESTMENT ADVISORS, LLC's portfolio at AMERICA FIRST INVESTMENT ADVISORS, LLC has delivered returns of +9.77%. Their 3-year annualized return is +69.33%. Looking at the 5-year horizon, AMERICA FIRST INVESTMENT ADVISORS, LLC has achieved +83.67% annualized returns at AMERICA FIRST INVESTMENT ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+9.77%
#949/1000
3 Year
+69.33%
#496/1000
5 Year
+83.67%
#364/1000

Portfolio Value

$536.47M

Alpha Score

56.1

#490 of 1000

Holdings

40

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change