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
$213M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$5.96M
3
+$2.23M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.22M
5
CAT icon
Caterpillar
CAT
+$1.19M

Top Sells

1
+$2.02M
2
+$1.72M
3
+$1.68M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.41M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.39M

Sector Composition

1 Industrials 5.07%
2 Financials 4.32%
3 Communication Services 4.23%
4 Technology 4.02%
5 Healthcare 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$87K 0.04%
28,000
-5,000
252
$79K 0.04%
3,567
253
$66K 0.03%
57,400
-5,800
254
$60K 0.03%
1,175
+21
255
$50K 0.02%
1,130
256
$37K 0.02%
2,000
-1,625
257
$28K 0.01%
10,980
-500
258
$24K 0.01%
917
259
– –
-10,600
260
– –
-43,990
261
– –
-5,928
262
– –
-8,416
263
– –
-5,950
264
– –
-4,066
265
– –
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266
– –
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267
– –
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268
– –
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269
– –
-171
270
– –
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271
– –
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272
– –
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273
– –
-5,134
274
– –
-1,000
275
– –
-5,323
8 9 10
11
12