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
301
$465K 0.05%
+22,777
302
$465K 0.05%
23,010
+10
303
$462K 0.05%
11,327
+453
304
$460K 0.05%
2,522
+129
305
$456K 0.05%
31,886
+114
306
$456K 0.05%
7,681
+822
307
$448K 0.05%
991
+11
308
$448K 0.05%
28,390
-30
309
$443K 0.05%
4,587
+209
310
$438K 0.05%
10,290
+206
311
$436K 0.05%
483
+1
312
$434K 0.05%
+19,434
313
$428K 0.05%
10,924
-408
314
$427K 0.05%
1,470
+21
315
$426K 0.05%
4,219
-303
316
$422K 0.05%
19,157
+9,007
317
$419K 0.04%
5,921
-2,516
318
$419K 0.04%
14,967
+982
319
$417K 0.04%
12,048
+854
320
$415K 0.04%
+6,627
321
$415K 0.04%
5,585
-119
322
$413K 0.04%
3,750
-375
323
$408K 0.04%
16,006
+644
324
$408K 0.04%
3,991
-484
325
$403K 0.04%
7,856
+63
11 12
13
14 15