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
$808M
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Sells

1 +$45.2M
2 +$10.4M
3 +$4.79M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.72M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.52M

Sector Composition

1 Technology 5.22%
2 Industrials 4.1%
3 Financials 3.33%
4 Consumer Discretionary 2.42%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$584K 0.07%
2,317
+15
227
$582K 0.07%
5,999
-405
228
$576K 0.07%
11,923
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229
$569K 0.07%
53,463
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230
$569K 0.07%
57,545
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231
$564K 0.07%
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-15
232
$560K 0.07%
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233
$558K 0.07%
21,006
-4,417
234
$556K 0.07%
10,035
-1,330
235
$551K 0.07%
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236
$550K 0.07%
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$546K 0.07%
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238
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$531K 0.07%
12,103
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240
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$525K 0.07%
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242
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5,151
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243
$524K 0.06%
37,938
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244
$523K 0.06%
15,544
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245
$522K 0.06%
3,492
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246
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12,412
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$519K 0.06%
3,643
-166
248
$511K 0.06%
17,554
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249
$508K 0.06%
4,906
-1,671
250
$508K 0.06%
5,949
-681