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
$283M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.77M
3
+$1.76M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.68M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.61M

Top Sells

1
+$2.01M
2
+$1.61M
3
+$789K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$695K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$633K

Sector Composition

1 Technology 5.94%
2 Industrials 5.21%
3 Communication Services 4.62%
4 Financials 4.5%
5 Healthcare 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$305K 0.11%
1,695
227
$305K 0.11%
2,855
-322
228
$299K 0.11%
3,116
+22
229
$298K 0.11%
68,560
+3,800
230
$293K 0.1%
3,540
+24
231
$292K 0.1%
12,125
+3,775
232
$291K 0.1%
7,428
-51,335
233
$291K 0.1%
18,120
+225
234
$288K 0.1%
4,566
+134
235
$287K 0.1%
2,564
236
$287K 0.1%
+24,270
237
$287K 0.1%
8,993
-188
238
$285K 0.1%
9,272
+525
239
$285K 0.1%
19,869
240
$285K 0.1%
+4,608
241
$284K 0.1%
4,789
-120
242
$276K 0.1%
1,335
+5
243
$275K 0.1%
30,075
+62
244
$275K 0.1%
2,160
+67
245
$274K 0.1%
2,679
246
$272K 0.1%
2,366
+12
247
$263K 0.09%
5,630
+414
248
$259K 0.09%
4,193
-561
249
$259K 0.09%
6,650
250
$258K 0.09%
6,166
+42
8 9
10
11 12