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
$355M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$4.71M
3
+$3.74M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$3.62M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.92M

Top Sells

1
+$9.7M
2
+$5.47M
3
+$2.25M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$2.01M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.35M

Sector Composition

1 Technology 6.33%
2 Industrials 5.67%
3 Healthcare 4.91%
4 Financials 4.85%
5 Communication Services 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$391K 0.11%
5,111
+583
227
$389K 0.11%
13,089
-4,927
228
$388K 0.11%
2,726
229
$383K 0.11%
3,395
-43
230
$377K 0.11%
8,079
+364
231
$376K 0.11%
3,326
232
$372K 0.1%
8,875
-434
233
$369K 0.1%
2,097
-699
234
$367K 0.1%
5,777
+1,525
235
$366K 0.1%
1,632
-376
236
$366K 0.1%
3,223
+5
237
$366K 0.1%
3,816
-316
238
$366K 0.1%
8,523
+429
239
$365K 0.1%
12,107
+2,133
240
$363K 0.1%
3,188
-163
241
$361K 0.1%
4,120
+2,000
242
$361K 0.1%
16,791
-500
243
$361K 0.1%
3,793
+806
244
$360K 0.1%
16,732
+1,090
245
$359K 0.1%
13,298
-3,273
246
$358K 0.1%
1,566
+7
247
$353K 0.1%
4,483
-189
248
$351K 0.1%
10,814
+3,100
249
$350K 0.1%
6,353
-821
250
$347K 0.1%
3,237
+69
8 9
10
11 12