AFP
Ausdal Financial Partners Portfolio holdings
AUM
$1.5B
1-Year Return
14%
This Quarter Return
+3.27%
1 Year Return
+14%
3 Year Return
+42.62%
5 Year Return
+72.41%
10 Year Return
–
AUM
$195M
AUM Growth
+$18.8M
(+11%)
Cap. Flow
+$14.3M
Cap. Flow
% of AUM
7.34%
Top 10 Holdings %
Top 10 Hldgs %
24.7%
Holding
274
New
42
Increased
116
Reduced
85
Closed
14
Top Buys
| 1 |
iShares Russell Mid-Cap Value ETF
IWS
|
$2.08M |
| 2 |
iShares Mortgage Real Estate ETF
REM
|
$1.98M |
| 3 |
WisdomTree Emerging Markets Local Debt Fund
ELD
|
$1.6M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$1.18M |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$1.15M |
Top Sells
Sector Composition
| 1 | Industrials | 4.26% |
| 2 | Healthcare | 4.03% |
| 3 | Communication Services | 4.01% |
| 4 | Consumer Staples | 3.85% |
| 5 | Technology | 3.77% |
