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
$288M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$4.82M
3
+$2.48M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.13M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$947K

Top Sells

1
+$2.2M
2
+$1.1M
3
+$1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$790K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$684K

Sector Composition

1 Industrials 6.32%
2 Technology 4.84%
3 Financials 4.8%
4 Healthcare 4.32%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$337K 0.12%
10,543
+3,691
227
$333K 0.12%
29,449
+3,808
228
$333K 0.12%
9,154
-348
229
$332K 0.12%
37,088
+2,992
230
$332K 0.12%
9,444
+1,408
231
$332K 0.12%
13,099
+1,588
232
$330K 0.11%
+7,552
233
$330K 0.11%
2,148
-364
234
$328K 0.11%
3,415
+11
235
$325K 0.11%
4,521
+467
236
$322K 0.11%
6,416
-7,426
237
$318K 0.11%
3,623
-220
238
$317K 0.11%
3,892
-5,911
239
$316K 0.11%
+17,016
240
$314K 0.11%
19,100
-3,154
241
$313K 0.11%
30,494
+3,319
242
$311K 0.11%
4,120
243
$310K 0.11%
4,277
+757
244
$307K 0.11%
+8,313
245
$302K 0.1%
1,797
-103
246
$301K 0.1%
18,958
+89
247
$301K 0.1%
3,837
-4,761
248
$299K 0.1%
17,200
+5,200
249
$299K 0.1%
7,280
-284
250
$296K 0.1%
3,920
+406
8 9
10
11 12