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
$355M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$4.71M
3
+$3.74M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$3.62M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.92M

Top Sells

1
+$9.7M
2
+$5.47M
3
+$2.25M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$2.01M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.35M

Sector Composition

1 Technology 6.33%
2 Industrials 5.67%
3 Healthcare 4.91%
4 Financials 4.85%
5 Communication Services 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$220K 0.06%
+1,381
352
$219K 0.06%
2,416
-10
353
$219K 0.06%
2,144
354
$219K 0.06%
5,025
355
$218K 0.06%
5,663
-115
356
$218K 0.06%
3,565
357
$217K 0.06%
+1,297
358
$217K 0.06%
+9,349
359
$217K 0.06%
10,600
-1,000
360
$216K 0.06%
+3,417
361
$215K 0.06%
7,527
+17
362
$214K 0.06%
+12,820
363
$214K 0.06%
12,800
+1,461
364
$213K 0.06%
+7,100
365
$213K 0.06%
4,459
-1,868
366
$212K 0.06%
+5,364
367
$212K 0.06%
6,706
-10
368
$211K 0.06%
+2,086
369
$211K 0.06%
+2,334
370
$210K 0.06%
+3,581
371
$208K 0.06%
18,834
-12,496
372
$208K 0.06%
1,131
-510
373
$207K 0.06%
+7,916
374
$207K 0.06%
15,904
+2,007
375
$206K 0.06%
+6,997
13 14
15
16 17