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
$324M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$8.33M
2
+$2.97M
3
+$1.81M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.73M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.68M

Top Sells

1
+$5.48M
2
+$1.75M
3
+$1.74M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.4M

Sector Composition

1 Industrials 5.44%
2 Technology 5.3%
3 Financials 4.86%
4 Healthcare 4.5%
5 Communication Services 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$338K 0.1%
20,529
+1,571
252
$338K 0.1%
31,330
+836
253
$333K 0.1%
+7,182
254
$327K 0.1%
2,852
-47
255
$327K 0.1%
1,331
+355
256
$325K 0.1%
+2,082
257
$324K 0.1%
8,224
-930
258
$322K 0.1%
34,508
259
$321K 0.1%
3,941
+21
260
$320K 0.1%
33,389
+3,940
261
$320K 0.1%
+6,375
262
$320K 0.1%
3,757
-1,020
263
$319K 0.1%
37,798
+6,231
264
$319K 0.1%
4,528
+7
265
$318K 0.1%
9,872
-671
266
$317K 0.1%
4,687
+410
267
$317K 0.1%
10,999
+1,555
268
$313K 0.1%
3,886
-234
269
$310K 0.1%
9,031
+1,222
270
$310K 0.1%
8,625
-2,806
271
$308K 0.1%
11,600
272
$308K 0.1%
4,460
-305
273
$306K 0.09%
6,230
+1,375
274
$305K 0.09%
8,334
+400
275
$301K 0.09%
4,672
-28
9 10
11
12 13