AFP
Ausdal Financial Partners Portfolio holdings
AUM
$1.5B
1-Year Return
14%
This Quarter Return
+6.85%
1 Year Return
+14%
3 Year Return
+42.62%
5 Year Return
+72.41%
10 Year Return
–
AUM
$861M
AUM Growth
+$52.3M
(+6.5%)
Cap. Flow
+$5.43M
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
28.25%
Holding
496
New
36
Increased
216
Reduced
195
Closed
26
Top Buys
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$10.1M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$6.38M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$5.05M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.94M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.84M |
Sector Composition
| 1 | Technology | 5.42% |
| 2 | Industrials | 4.42% |
| 3 | Financials | 2.95% |
| 4 | Healthcare | 2.13% |
| 5 | Consumer Discretionary | 2.11% |
