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
$283M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.77M
3
+$1.76M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.68M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.61M

Top Sells

1
+$2.01M
2
+$1.61M
3
+$789K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$695K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$633K

Sector Composition

1 Technology 5.94%
2 Industrials 5.21%
3 Communication Services 4.62%
4 Financials 4.5%
5 Healthcare 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$256K 0.09%
2,491
+270
252
$256K 0.09%
9,156
+1,000
253
$253K 0.09%
10,010
-72
254
$252K 0.09%
26,700
255
$251K 0.09%
4,976
+10
256
$251K 0.09%
3,866
-32
257
$251K 0.09%
4,382
-144
258
$250K 0.09%
8,044
+1,120
259
$248K 0.09%
13,050
+1,342
260
$247K 0.09%
8,117
+11
261
$244K 0.09%
14,900
+5,100
262
$243K 0.09%
3,502
+639
263
$242K 0.09%
2,351
-10
264
$242K 0.09%
1,515
-41
265
$238K 0.08%
5,518
-48
266
$238K 0.08%
4,867
+605
267
$237K 0.08%
+9,329
268
$236K 0.08%
4,057
-89
269
$235K 0.08%
6,343
270
$233K 0.08%
2,916
271
$232K 0.08%
+3,775
272
$231K 0.08%
+8,813
273
$228K 0.08%
2,532
-51
274
$226K 0.08%
+2,846
275
$225K 0.08%
10,300
+300
9 10
11
12 13