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
$195M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1 +$2.08M
2 +$1.98M
3 +$1.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.18M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.15M

Sector Composition

1 Industrials 4.26%
2 Healthcare 4.03%
3 Communication Services 4.01%
4 Consumer Staples 3.85%
5 Technology 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$201K 0.1%
+3,759
227
$196K 0.1%
+34,014
228
$195K 0.1%
+94,641
229
$193K 0.1%
10,465
+300
230
$190K 0.1%
+3,757
231
$187K 0.1%
10,017
-749
232
$186K 0.1%
11,366
233
$173K 0.09%
+10,640
234
$168K 0.09%
+10,600
235
$164K 0.08%
+62,600
236
$159K 0.08%
28,031
+2,900
237
$155K 0.08%
16,722
+6,449
238
$152K 0.08%
16,000
-800
239
$140K 0.07%
16,400
240
$135K 0.07%
11,240
241
$130K 0.07%
+12,759
242
$114K 0.06%
10,779
+70
243
$100K 0.05%
668
-5
244
$99K 0.05%
13,887
+284
245
$99K 0.05%
11,200
246
$98K 0.05%
11,000
-3
247
$98K 0.05%
33,000
+6,000
248
$86K 0.04%
+5,950
249
$85K 0.04%
+5,134
250
$81K 0.04%
25,200
+3,000