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
$261M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Sells

1 +$7.2M
2 +$5.81M
3 +$5.38M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.26M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.28M

Sector Composition

1 Technology 6.53%
2 Industrials 5.76%
3 Communication Services 5.17%
4 Financials 4.92%
5 Healthcare 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$230K 0.09%
6,343
252
$227K 0.09%
+8,570
253
$224K 0.09%
4,549
-1,942
254
$224K 0.09%
+2,083
255
$224K 0.09%
6,124
+337
256
$224K 0.09%
+8,647
257
$223K 0.09%
+2,719
258
$222K 0.09%
18,389
+3,011
259
$222K 0.09%
2,244
-300
260
$222K 0.09%
+11,708
261
$217K 0.08%
+1,626
262
$215K 0.08%
+2,221
263
$215K 0.08%
+6,924
264
$214K 0.08%
+1,219
265
$211K 0.08%
+2,863
266
$211K 0.08%
5,450
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267
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269
$210K 0.08%
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270
$209K 0.08%
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271
$206K 0.08%
7,514
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272
$204K 0.08%
+1,065
273
$203K 0.08%
3,440
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274
$202K 0.08%
11,700
-1,000
275
$196K 0.08%
+11,512