AFP
Ausdal Financial Partners Portfolio holdings
AUM
$1.5B
1-Year Return
14%
This Quarter Return
+0.89%
1 Year Return
+14%
3 Year Return
+42.62%
5 Year Return
+72.41%
10 Year Return
–
AUM
$283M
AUM Growth
+$21.9M
(+8.4%)
Cap. Flow
+$24.6M
Cap. Flow
% of AUM
8.69%
Top 10 Holdings %
Top 10 Hldgs %
21.46%
Holding
321
New
25
Increased
157
Reduced
89
Closed
10
Top Buys
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
$3.5M |
| 2 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
$1.77M |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$1.76M |
| 4 |
Vanguard Consumer Staples ETF
VDC
|
$1.68M |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$1.61M |
Top Sells
Sector Composition
| 1 | Technology | 5.94% |
| 2 | Industrials | 5.21% |
| 3 | Communication Services | 4.62% |
| 4 | Financials | 4.5% |
| 5 | Healthcare | 3.66% |
