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
326
$236K 0.07%
+3,382
327
$234K 0.07%
1,777
-66
328
$232K 0.07%
3,407
+85
329
$232K 0.07%
+6,639
330
$231K 0.07%
+6,306
331
$228K 0.07%
+2,894
332
$227K 0.07%
+2,957
333
$226K 0.07%
12,780
-389
334
$225K 0.07%
17,923
335
$225K 0.07%
900
-19
336
$224K 0.07%
3,565
+150
337
$224K 0.07%
1,672
-816
338
$222K 0.07%
+3,705
339
$221K 0.07%
+2,144
340
$221K 0.07%
+4,840
341
$220K 0.07%
5,778
+107
342
$219K 0.07%
+1,996
343
$219K 0.07%
5,471
+150
344
$218K 0.07%
24,950
+2,300
345
$218K 0.07%
5,025
-2,961
346
$218K 0.07%
8,419
+593
347
$218K 0.07%
+2,072
348
$217K 0.07%
+4,724
349
$217K 0.07%
4,092
350
$217K 0.07%
+2,533
12 13
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