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
$688M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Sells

1 +$17.6M
2 +$7.86M
3 +$4.29M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.54M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.54M

Sector Composition

1 Technology 4.33%
2 Industrials 4.11%
3 Financials 3.14%
4 Healthcare 2.79%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$286K 0.04%
11,365
-1,057
352
$284K 0.04%
1,155
+40
353
$283K 0.04%
1,422
-142
354
$281K 0.04%
+2,171
355
$280K 0.04%
1,884
-18
356
$280K 0.04%
5,557
-336
357
$280K 0.04%
+395
358
$277K 0.04%
3,633
-3,918
359
$276K 0.04%
505
+18
360
$275K 0.04%
12,116
-15,877
361
$275K 0.04%
24,467
+289
362
$275K 0.04%
6,233
-223
363
$273K 0.04%
+5,421
364
$272K 0.04%
2,881
-8,051
365
$271K 0.04%
+8,974
366
$270K 0.04%
22,764
+2,572
367
$270K 0.04%
11,353
+40
368
$268K 0.04%
+4,313
369
$263K 0.04%
3,671
370
$262K 0.04%
477
-64
371
$261K 0.04%
8,962
-1,387
372
$260K 0.04%
+2,405
373
$259K 0.04%
+1,210
374
$258K 0.04%
+7,446
375
$258K 0.04%
5,940
-856