AFP
Ausdal Financial Partners Portfolio holdings
AUM
$1.5B
1-Year Return
14%
This Quarter Return
+6.21%
1 Year Return
+14%
3 Year Return
+42.62%
5 Year Return
+72.41%
10 Year Return
–
AUM
$337M
AUM Growth
+$54.9M
(+19%)
Cap. Flow
+$35M
Cap. Flow
% of AUM
10.37%
Top 10 Holdings %
Top 10 Hldgs %
21.64%
Holding
348
New
38
Increased
163
Reduced
107
Closed
20
Top Buys
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$8.2M |
| 2 |
Invesco Ultra Short Duration ETF
GSY
|
$4.06M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.87M |
| 4 |
FlexShares Quality Dividend Index Fund
QDF
|
$1.29M |
| 5 |
Apple
AAPL
|
$998K |
Sector Composition
| 1 | Technology | 5.98% |
| 2 | Industrials | 4.73% |
| 3 | Financials | 4.57% |
| 4 | Communication Services | 4.24% |
| 5 | Healthcare | 3.56% |
