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Ausdal Financial Partners Portfolio holdings

AUM $2.24B
1-Year Est. Return 20.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.12%
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
+$14.5M
2
+$7.8M
3
+$6.59M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.17M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.93M

Top Sells

1
+$12.8M
2
+$6.77M
3
+$5.25M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$4.56M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$2.68M

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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