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
$324M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$8.33M
2
+$2.97M
3
+$1.81M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.73M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.68M

Top Sells

1
+$5.48M
2
+$1.75M
3
+$1.74M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.4M

Sector Composition

1 Industrials 5.44%
2 Technology 5.3%
3 Financials 4.86%
4 Healthcare 4.5%
5 Communication Services 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$393K 0.12%
10,020
-993
227
$393K 0.12%
4,132
+509
228
$390K 0.12%
9,309
229
$389K 0.12%
7,715
+1,794
230
$386K 0.12%
3,438
+23
231
$384K 0.12%
5,236
+9
232
$381K 0.12%
40,184
+3,096
233
$380K 0.12%
15,642
234
$379K 0.12%
1,559
+360
235
$379K 0.12%
20,332
+1,232
236
$378K 0.12%
9,678
+1,365
237
$373K 0.12%
7,866
-1,641
238
$372K 0.11%
7,375
-2,868
239
$372K 0.11%
2,053
+467
240
$372K 0.11%
2,339
+191
241
$371K 0.11%
3,351
-1,016
242
$367K 0.11%
3,326
-98
243
$366K 0.11%
17,291
+91
244
$366K 0.11%
2,726
-96
245
$364K 0.11%
11,851
+2,441
246
$358K 0.11%
6,798
+1
247
$358K 0.11%
+8,094
248
$358K 0.11%
7,904
+352
249
$344K 0.11%
+6,723
250
$339K 0.1%
3,218
+616
8 9
10
11 12