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
$936M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$4.65M
3
+$3.48M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.34M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$2.36M

Top Sells

1
+$3.25M
2
+$2.79M
3
+$2.52M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$1.21M
5
BND icon
Vanguard Total Bond Market
BND
+$999K

Sector Composition

1 Technology 6.07%
2 Industrials 3.76%
3 Financials 2.69%
4 Consumer Discretionary 1.99%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$625K 0.07%
3,933
-967
252
$621K 0.07%
2,911
-64
253
$618K 0.07%
2,355
+6
254
$614K 0.07%
14,815
+5,997
255
$612K 0.07%
31,854
+2,140
256
$609K 0.07%
8,144
+702
257
$600K 0.06%
4,114
+8
258
$597K 0.06%
3,966
-2,025
259
$596K 0.06%
11,275
+3,665
260
$588K 0.06%
6,272
-45
261
$588K 0.06%
5,723
+1,239
262
$586K 0.06%
5,470
-344
263
$586K 0.06%
13,570
+414
264
$585K 0.06%
4,936
+951
265
$576K 0.06%
1,306
+80
266
$570K 0.06%
5,688
-211
267
$569K 0.06%
9,500
+11
268
$564K 0.06%
16,763
+526
269
$563K 0.06%
10,246
+45
270
$557K 0.06%
19,359
271
$555K 0.06%
+14,202
272
$554K 0.06%
+7,222
273
$544K 0.06%
7,479
+141
274
$543K 0.06%
20,450
-1,201
275
$543K 0.06%
3,461
+79
9 10
11
12 13