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
$261M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.91M
3
+$1.75M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$1.51M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.4M

Top Sells

1
+$7.2M
2
+$5.81M
3
+$5.38M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.26M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.28M

Sector Composition

1 Technology 6.53%
2 Industrials 5.76%
3 Communication Services 5.17%
4 Financials 4.92%
5 Healthcare 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$272K 0.1%
3,094
-82
227
$269K 0.1%
8,747
-1,264
228
$267K 0.1%
5,216
+429
229
$266K 0.1%
2,361
+645
230
$264K 0.1%
2,583
-18
231
$263K 0.1%
4,754
-98
232
$260K 0.1%
8,156
+825
233
$260K 0.1%
+2,093
234
$257K 0.1%
3,898
-351
235
$257K 0.1%
4,526
+167
236
$257K 0.1%
6,650
237
$256K 0.1%
26,700
238
$256K 0.1%
+10,117
239
$254K 0.1%
1,556
-113
240
$254K 0.1%
10,082
+20
241
$251K 0.1%
4,432
+86
242
$250K 0.1%
4,966
+12
243
$249K 0.1%
12,028
+692
244
$248K 0.1%
+8,106
245
$247K 0.09%
10,000
-1,830
246
$246K 0.09%
+4,146
247
$239K 0.09%
+2,916
248
$237K 0.09%
5,566
-97
249
$235K 0.09%
+4,122
250
$235K 0.09%
+4,264
8 9
10
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