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
$288M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$4.82M
3
+$2.48M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.13M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$947K

Top Sells

1
+$2.2M
2
+$1.1M
3
+$1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$790K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$684K

Sector Composition

1 Industrials 6.32%
2 Technology 4.84%
3 Financials 4.8%
4 Healthcare 4.32%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$225K 0.08%
1,843
-235
302
$225K 0.08%
+7,826
303
$224K 0.08%
+3,322
304
$224K 0.08%
+1,231
305
$223K 0.08%
+6,125
306
$223K 0.08%
12,000
-1,800
307
$223K 0.08%
5,321
+100
308
$222K 0.08%
919
-158
309
$221K 0.08%
+1,305
310
$219K 0.08%
31,567
-500
311
$219K 0.08%
7,768
312
$216K 0.08%
22,650
313
$214K 0.07%
8,128
-64
314
$213K 0.07%
4,092
-1,110
315
$213K 0.07%
4,350
-400
316
$213K 0.07%
+3,219
317
$212K 0.07%
3,415
318
$209K 0.07%
5,671
-96
319
$209K 0.07%
+976
320
$208K 0.07%
+3,778
321
$207K 0.07%
34,014
322
$206K 0.07%
2,433
-45
323
$205K 0.07%
+6,773
324
$203K 0.07%
+1,792
325
$202K 0.07%
9,173
+12
11 12
13
14 15