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
$288M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$4.82M
3
+$2.48M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.13M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$947K

Top Sells

1
+$2.2M
2
+$1.1M
3
+$1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$790K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$684K

Sector Composition

1 Industrials 6.32%
2 Technology 4.84%
3 Financials 4.8%
4 Healthcare 4.32%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$294K 0.1%
2,183
+107
252
$293K 0.1%
11,566
+21
253
$292K 0.1%
4,700
+293
254
$292K 0.1%
2,832
+567
255
$291K 0.1%
10,632
-18,709
256
$291K 0.1%
7,934
257
$289K 0.1%
9,410
+1,563
258
$288K 0.1%
1,643
-53
259
$287K 0.1%
2,602
+262
260
$283K 0.1%
17,000
+4,000
261
$282K 0.1%
5,676
+402
262
$281K 0.1%
12,095
+1,299
263
$281K 0.1%
5,819
+138
264
$278K 0.1%
3,593
+544
265
$278K 0.1%
4,765
-807
266
$277K 0.1%
+5,373
267
$271K 0.09%
7,850
-1,800
268
$271K 0.09%
1,586
-307
269
$269K 0.09%
+16,880
270
$269K 0.09%
5,876
271
$269K 0.09%
10,596
+17
272
$268K 0.09%
3,457
-348
273
$268K 0.09%
1,199
-288
274
$267K 0.09%
+15,642
275
$265K 0.09%
+7,809
9 10
11
12 13