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
$355M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$4.71M
3
+$3.74M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$3.62M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.92M

Top Sells

1
+$9.7M
2
+$5.47M
3
+$2.25M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$2.01M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.35M

Sector Composition

1 Technology 6.33%
2 Industrials 5.67%
3 Healthcare 4.91%
4 Financials 4.85%
5 Communication Services 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$269K 0.08%
17,000
302
$269K 0.08%
3,062
+105
303
$268K 0.08%
5,721
+997
304
$268K 0.08%
3,692
+55
305
$266K 0.07%
1,313
+5
306
$265K 0.07%
26,650
+200
307
$264K 0.07%
2,682
+149
308
$261K 0.07%
2,269
-583
309
$261K 0.07%
13,800
-500
310
$260K 0.07%
8,515
+1,661
311
$259K 0.07%
3,779
-107
312
$259K 0.07%
8,308
-11,885
313
$258K 0.07%
+9,959
314
$257K 0.07%
3,913
+92
315
$256K 0.07%
5,960
-165
316
$249K 0.07%
2,043
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317
$248K 0.07%
13,990
+1,210
318
$248K 0.07%
13,500
319
$247K 0.07%
13,360
+1,655
320
$245K 0.07%
+10,945
321
$244K 0.07%
2,172
+9
322
$244K 0.07%
5,821
+350
323
$243K 0.07%
1,128
+93
324
$243K 0.07%
5,020
-1,688
325
$243K 0.07%
3,583
+201
11 12
13
14 15