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
$283M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.77M
3
+$1.76M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.68M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.61M

Top Sells

1
+$2.01M
2
+$1.61M
3
+$789K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$695K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$633K

Sector Composition

1 Technology 5.94%
2 Industrials 5.21%
3 Communication Services 4.62%
4 Financials 4.5%
5 Healthcare 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$225K 0.08%
+899
277
$220K 0.08%
+2,523
278
$210K 0.07%
7,544
+30
279
$210K 0.07%
14,118
+3,824
280
$209K 0.07%
2,244
281
$207K 0.07%
2,203
282
$204K 0.07%
+5,194
283
$202K 0.07%
11,700
284
$200K 0.07%
11,513
+1
285
$190K 0.07%
+137,800
286
$189K 0.07%
4,135
-414
287
$177K 0.06%
+11,232
288
$172K 0.06%
11,470
-919
289
$169K 0.06%
+11,655
290
$169K 0.06%
+10,645
291
$152K 0.05%
+503
292
$143K 0.05%
10,058
+23
293
$143K 0.05%
16,895
294
$140K 0.05%
+10,667
295
$137K 0.05%
19,155
+200
296
$128K 0.05%
+2,248
297
$108K 0.04%
15,653
+4,700
298
$99K 0.04%
18,830
299
$77K 0.03%
13,169
300
$52K 0.02%
1,000
9 10 11
12
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