AFP

Ausdal Financial Partners Portfolio holdings

AUM $2.05B
1-Year Est. Return 15.74%
This Quarter Est. Return
1 Year Est. Return
+15.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,358
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$6.32M
3
+$2.53M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.89M
5
IAU icon
iShares Gold Trust
IAU
+$1.24M

Top Sells

1
+$4.05M
2
+$3.14M
3
+$1.37M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$1.22M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.19M

Sector Composition

1 Technology 4.47%
2 Communication Services 4.41%
3 Industrials 4.23%
4 Consumer Staples 3.8%
5 Healthcare 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$47K 0.03%
16,500
227
$47K 0.03%
3,800
228
$45K 0.03%
1,130
-35
229
$36K 0.02%
11,730
230
$21K 0.01%
1,050
231
$15K 0.01%
1,000
232
$9K 0.01%
16,068
+2,000
233
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-109
234
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-341
235
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236
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-1,630
237
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-5,795
238
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239
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-25
240
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-1,274
241
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242
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243
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244
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-1,922
245
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246
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-450
247
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-118
248
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249
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-80
250
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