AFP
Ausdal Financial Partners Portfolio holdings
AUM
$1.5B
1-Year Return
14%
This Quarter Return
+17.31%
1 Year Return
+14%
3 Year Return
+42.62%
5 Year Return
+72.41%
10 Year Return
–
AUM
$302M
AUM Growth
+$19.1M
(+6.8%)
Cap. Flow
-$5.77M
Cap. Flow
% of AUM
-1.91%
Top 10 Holdings %
Top 10 Hldgs %
21.95%
Holding
314
New
28
Increased
118
Reduced
119
Closed
23
Top Buys
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$8.14M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$6.3M |
| 3 |
Caterpillar
CAT
|
$3.06M |
| 4 |
Invesco Active US Real Estate Fund
PSR
|
$1.67M |
| 5 |
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
|
$1.59M |
Sector Composition
| 1 | Technology | 7.51% |
| 2 | Communication Services | 4.91% |
| 3 | Financials | 4.07% |
| 4 | Consumer Discretionary | 4.06% |
| 5 | Healthcare | 3.83% |
