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
$936M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$4.65M
3
+$3.48M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.34M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$2.36M

Top Sells

1
+$3.25M
2
+$2.79M
3
+$2.52M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$1.21M
5
BND icon
Vanguard Total Bond Market
BND
+$999K

Sector Composition

1 Technology 6.07%
2 Industrials 3.76%
3 Financials 2.69%
4 Consumer Discretionary 1.99%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$542K 0.06%
13,637
-381
277
$539K 0.06%
3,178
+116
278
$538K 0.06%
+24,199
279
$534K 0.06%
679
-3
280
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22,643
+4,604
281
$521K 0.06%
21,146
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282
$521K 0.06%
3,240
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283
$520K 0.06%
3,641
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284
$519K 0.06%
12,422
-66
285
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7,123
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286
$513K 0.05%
6,551
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287
$512K 0.05%
3,456
+29
288
$502K 0.05%
1,954
-279
289
$501K 0.05%
+7,740
290
$498K 0.05%
5,426
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291
$496K 0.05%
5,107
-7
292
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5,341
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293
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28,741
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294
$485K 0.05%
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295
$476K 0.05%
1,525
-159
296
$475K 0.05%
6,921
+35
297
$468K 0.05%
5,736
-6
298
$467K 0.05%
8,939
+2,190
299
$466K 0.05%
2,762
-187
300
$466K 0.05%
25,017
-401
10 11
12
13 14