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
$355M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$4.71M
3
+$3.74M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$3.62M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.92M

Top Sells

1
+$9.7M
2
+$5.47M
3
+$2.25M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$2.01M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.35M

Sector Composition

1 Technology 6.33%
2 Industrials 5.67%
3 Healthcare 4.91%
4 Financials 4.85%
5 Communication Services 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$304K 0.09%
4,553
+16
277
$303K 0.09%
1,191
278
$302K 0.09%
2,002
+1
279
$300K 0.08%
18,891
+8,102
280
$296K 0.08%
+11,980
281
$296K 0.08%
5,806
+433
282
$295K 0.08%
4,000
-230
283
$294K 0.08%
3,771
+227
284
$290K 0.08%
2,735
+275
285
$289K 0.08%
7,280
286
$288K 0.08%
20,664
-638
287
$286K 0.08%
33,389
288
$286K 0.08%
17,944
-28,432
289
$284K 0.08%
6,756
290
$283K 0.08%
6,406
+100
291
$282K 0.08%
1,989
+217
292
$280K 0.08%
15,557
293
$280K 0.08%
5,222
294
$280K 0.08%
7,850
295
$278K 0.08%
1,455
-132
296
$277K 0.08%
16,688
+160
297
$272K 0.08%
+4,581
298
$271K 0.08%
3,083
+189
299
$270K 0.08%
+12,274
300
$270K 0.08%
3,456
-20
10 11
12
13 14