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
$222M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.27M
3
+$1.46M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$838K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$794K

Top Sells

1
+$4.54M
2
+$4.31M
3
+$3.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.04M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.77M

Sector Composition

1 Industrials 5.6%
2 Financials 4.74%
3 Technology 4.7%
4 Communication Services 4.5%
5 Healthcare 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$215K 0.1%
+7,237
252
$214K 0.1%
+6,677
253
$213K 0.1%
+1,893
254
$213K 0.1%
+6,625
255
$204K 0.09%
2,666
-1,612
256
$204K 0.09%
1,263
-886
257
$203K 0.09%
+2,000
258
$203K 0.09%
+19,176
259
$202K 0.09%
+4,054
260
$200K 0.09%
4,016
261
$200K 0.09%
11,223
-200
262
$197K 0.09%
34,014
263
$194K 0.09%
84,701
-6,950
264
$184K 0.08%
16,680
+955
265
$175K 0.08%
+20,450
266
$168K 0.08%
11,370
-17,641
267
$154K 0.07%
16,129
+130
268
$150K 0.07%
11,280
269
$147K 0.07%
11,000
270
$145K 0.07%
13,471
+548
271
$126K 0.06%
2,963
-288
272
$125K 0.06%
11,240
273
$124K 0.06%
1,460
+792
274
$119K 0.05%
11,908
-1,590
275
$95K 0.04%
28,000
9 10
11
12 13