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
$288M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$4.82M
3
+$2.48M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.13M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$947K

Top Sells

1
+$2.2M
2
+$1.1M
3
+$1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$790K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$684K

Sector Composition

1 Industrials 6.32%
2 Technology 4.84%
3 Financials 4.8%
4 Healthcare 4.32%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$263K 0.09%
+13,765
277
$262K 0.09%
5,160
-40
278
$260K 0.09%
1,034
-30
279
$260K 0.09%
14,790
-1,500
280
$259K 0.09%
6,756
-544
281
$258K 0.09%
24,750
-925
282
$253K 0.09%
3,922
-30
283
$253K 0.09%
+4,246
284
$252K 0.09%
3,988
-924
285
$252K 0.09%
+3,869
286
$252K 0.09%
4,016
+445
287
$251K 0.09%
+3,456
288
$251K 0.09%
9,016
-747
289
$250K 0.09%
4,283
+687
290
$250K 0.09%
4,061
+33
291
$248K 0.09%
4,873
+217
292
$245K 0.09%
4,855
293
$244K 0.08%
5,598
-234
294
$243K 0.08%
1,767
-195
295
$240K 0.08%
4,462
+1,250
296
$240K 0.08%
+14,113
297
$238K 0.08%
4,823
+18
298
$237K 0.08%
+1,609
299
$233K 0.08%
17,923
300
$227K 0.08%
+12,349
10 11
12
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