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
$688M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Sells

1 +$17.6M
2 +$7.86M
3 +$4.29M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.54M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.54M

Sector Composition

1 Technology 4.33%
2 Industrials 4.11%
3 Financials 3.14%
4 Healthcare 2.79%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$481K 0.07%
3,424
+359
252
$479K 0.07%
24,849
-2,629
253
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34,252
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254
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5,530
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255
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256
$455K 0.07%
20,643
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257
$448K 0.07%
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$440K 0.06%
9,514
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259
$438K 0.06%
5,153
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260
$437K 0.06%
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262
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23,403
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21,337
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10,107
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5,576
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$411K 0.06%
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271
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1,176
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272
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4,098
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274
$403K 0.06%
+3,464
275
$398K 0.06%
1,327
+17