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
$324M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$8.33M
2
+$2.97M
3
+$1.81M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.73M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.68M

Top Sells

1
+$5.48M
2
+$1.75M
3
+$1.74M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.4M

Sector Composition

1 Industrials 5.44%
2 Technology 5.3%
3 Financials 4.86%
4 Healthcare 4.5%
5 Communication Services 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$301K 0.09%
9,974
+3,201
277
$299K 0.09%
6,327
+651
278
$299K 0.09%
6,708
-2,172
279
$298K 0.09%
1,785
-12
280
$296K 0.09%
+196
281
$295K 0.09%
11,442
-653
282
$294K 0.09%
5,765
+1,303
283
$293K 0.09%
4,537
+521
284
$292K 0.09%
7,280
285
$292K 0.09%
4,230
-16
286
$290K 0.09%
5,373
287
$288K 0.09%
5,198
+1,210
288
$286K 0.09%
21,302
+10,063
289
$285K 0.09%
14,300
-490
290
$281K 0.09%
18,758
+5,758
291
$280K 0.09%
7,850
292
$278K 0.09%
+1,191
293
$277K 0.09%
3,544
-293
294
$275K 0.08%
+2,723
295
$275K 0.08%
15,557
+1,444
296
$271K 0.08%
17,000
297
$270K 0.08%
3,168
-425
298
$268K 0.08%
2,001
+209
299
$268K 0.08%
+2,788
300
$266K 0.08%
16,528
-352
10 11
12
13 14