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
$936M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$4.65M
3
+$3.48M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.34M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$2.36M

Top Sells

1
+$3.25M
2
+$2.79M
3
+$2.52M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$1.21M
5
BND icon
Vanguard Total Bond Market
BND
+$999K

Sector Composition

1 Technology 6.07%
2 Industrials 3.76%
3 Financials 2.69%
4 Consumer Discretionary 1.99%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$702K 0.08%
1,503
-6
227
$700K 0.07%
3,498
+143
228
$696K 0.07%
11,996
-1,433
229
$694K 0.07%
10,967
-1,285
230
$694K 0.07%
30,900
231
$692K 0.07%
1,806
+247
232
$690K 0.07%
36,833
+3,706
233
$689K 0.07%
22,249
+263
234
$676K 0.07%
38,924
-12,843
235
$670K 0.07%
56,845
+3,101
236
$669K 0.07%
4,741
-65
237
$667K 0.07%
32,016
+1,204
238
$665K 0.07%
33,315
239
$663K 0.07%
5,845
-4,844
240
$658K 0.07%
+21,280
241
$656K 0.07%
28,800
+4,912
242
$654K 0.07%
22,654
-5,249
243
$645K 0.07%
43,252
+17,686
244
$643K 0.07%
115,886
+47,839
245
$638K 0.07%
3,977
+667
246
$636K 0.07%
28,078
+259
247
$631K 0.07%
49,369
+21,292
248
$628K 0.07%
38,726
+1,683
249
$627K 0.07%
12,510
+2,253
250
$626K 0.07%
14,544
-446
8 9
10
11 12