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
326
$399K 0.04%
26,180
+5,619
327
$399K 0.04%
4,658
+689
328
$389K 0.04%
9,618
+2,385
329
$388K 0.04%
3,040
-110
330
$388K 0.04%
+11,183
331
$387K 0.04%
2,426
+32
332
$387K 0.04%
11,410
333
$386K 0.04%
3,195
+4
334
$384K 0.04%
6,458
-367
335
$381K 0.04%
8,820
-1,596
336
$374K 0.04%
14,758
+5,781
337
$373K 0.04%
14,710
-1,048
338
$372K 0.04%
4,754
+1,231
339
$372K 0.04%
5,280
+150
340
$370K 0.04%
37,300
+5,557
341
$368K 0.04%
838
+28
342
$365K 0.04%
+14,352
343
$364K 0.04%
2,076
+52
344
$361K 0.04%
4,866
+6
345
$361K 0.04%
6,931
+666
346
$360K 0.04%
+11,975
347
$358K 0.04%
15,798
+1,235
348
$354K 0.04%
2,352
-1
349
$353K 0.04%
2,580
-90
350
$352K 0.04%
7,787
-459
12 13
14
15 16