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
$261M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Sells

1 +$7.2M
2 +$5.81M
3 +$5.38M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.26M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.28M

Sector Composition

1 Technology 6.53%
2 Industrials 5.76%
3 Communication Services 5.17%
4 Financials 4.92%
5 Healthcare 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$184K 0.07%
12,389
+1,221
277
$153K 0.06%
+10,294
278
$151K 0.06%
16,895
-200
279
$140K 0.05%
+10,035
280
$139K 0.05%
18,955
281
$110K 0.04%
18,830
-201
282
$87K 0.03%
10,953
-150
283
$85K 0.03%
+13,169
284
$63K 0.02%
13,225
-365
285
$56K 0.02%
+1,691
286
$56K 0.02%
1,000
-1,485
287
$55K 0.02%
+10,055
288
$53K 0.02%
982
289
$52K 0.02%
+15,321
290
$42K 0.02%
16,000
291
$41K 0.02%
69
292
$24K 0.01%
2,409
293
$21K 0.01%
3,300
+1,000
294
$9K ﹤0.01%
418
295
$6K ﹤0.01%
58
296
-2,573
297
-116,297
298
-10,615
299
-10,768
300
-827