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
$213M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$5.96M
3
+$2.23M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.22M
5
CAT icon
Caterpillar
CAT
+$1.19M

Top Sells

1
+$2.02M
2
+$1.72M
3
+$1.68M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.41M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.39M

Sector Composition

1 Industrials 5.07%
2 Financials 4.32%
3 Communication Services 4.23%
4 Technology 4.02%
5 Healthcare 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$219K 0.1%
+3,212
227
$219K 0.1%
4,234
+62
228
$215K 0.1%
3,487
-496
229
$214K 0.1%
2,907
+4
230
$214K 0.1%
7,565
-592
231
$213K 0.1%
3,415
+133
232
$210K 0.1%
1,844
-196
233
$209K 0.1%
+4,122
234
$206K 0.1%
+6,713
235
$200K 0.09%
4,016
236
$195K 0.09%
91,651
-1,580
237
$191K 0.09%
8,629
-77,667
238
$187K 0.09%
34,014
239
$178K 0.08%
11,423
+574
240
$156K 0.07%
15,004
-1,697
241
$149K 0.07%
15,999
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242
$146K 0.07%
13,498
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243
$145K 0.07%
11,000
244
$138K 0.06%
3,251
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245
$132K 0.06%
12,923
+2,075
246
$126K 0.06%
11,280
-420
247
$121K 0.06%
11,240
248
$121K 0.06%
16,000
249
$110K 0.05%
668
250
$93K 0.04%
11,200
8 9
10
11 12