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
-$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$7.2M
3
+$6.69M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.93M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.72M

Top Sells

1
+$12.7M
2
+$5.85M
3
+$5.18M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$4.11M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$2.56M

Sector Composition

1 Technology 6.82%
2 Communication Services 5.04%
3 Industrials 4.31%
4 Healthcare 4.08%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
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