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
351
$216K 0.07%
+7,714
352
$216K 0.07%
3,886
+17
353
$216K 0.07%
+6,000
354
$214K 0.07%
+2,120
355
$213K 0.07%
8,144
+16
356
$212K 0.07%
+6,716
357
$212K 0.07%
+1,035
358
$211K 0.07%
+4,441
359
$210K 0.06%
+1,461
360
$210K 0.06%
4,127
-746
361
$210K 0.06%
3,619
+78
362
$210K 0.06%
12,700
363
$207K 0.06%
2,460
+147
364
$206K 0.06%
2,426
-7
365
$205K 0.06%
+3,240
366
$205K 0.06%
+1,595
367
$205K 0.06%
+1,591
368
$204K 0.06%
14,271
+3,141
369
$204K 0.06%
+3,516
370
$202K 0.06%
+3,190
371
$195K 0.06%
34,014
372
$191K 0.06%
10,703
373
$187K 0.06%
+11,339
374
$185K 0.06%
12,700
+974
375
$180K 0.06%
+10,789
13 14
15
16 17