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
$324M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$8.33M
2
+$2.97M
3
+$1.81M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.73M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.68M

Top Sells

1
+$5.48M
2
+$1.75M
3
+$1.74M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.4M

Sector Composition

1 Industrials 5.44%
2 Technology 5.3%
3 Financials 4.86%
4 Healthcare 4.5%
5 Communication Services 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$266K 0.08%
26,450
+1,700
302
$266K 0.08%
6,145
+326
303
$265K 0.08%
5,222
+62
304
$264K 0.08%
1,641
+32
305
$260K 0.08%
6,756
306
$259K 0.08%
10,650
+1,634
307
$257K 0.08%
6,925
-2,633
308
$255K 0.08%
3,886
-36
309
$253K 0.08%
1,587
-180
310
$250K 0.08%
3,476
+20
311
$249K 0.08%
3,637
+418
312
$249K 0.08%
2,987
-905
313
$244K 0.08%
+1,772
314
$242K 0.07%
7,510
-258
315
$241K 0.07%
+2,163
316
$241K 0.07%
+3,821
317
$240K 0.07%
13,500
+1,500
318
$240K 0.07%
1,308
+3
319
$239K 0.07%
4,252
+474
320
$238K 0.07%
+6,854
321
$238K 0.07%
5,844
-32
322
$238K 0.07%
6,125
323
$238K 0.07%
4,854
+31
324
$237K 0.07%
+7,353
325
$237K 0.07%
5,320
-278
11 12
13
14 15