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
351
$350K 0.04%
1,155
-602
352
$350K 0.04%
1,446
-56
353
$349K 0.04%
7,230
+2,515
354
$348K 0.04%
+13,523
355
$347K 0.04%
4,711
+194
356
$346K 0.04%
1,344
-30
357
$346K 0.04%
7,552
+1,349
358
$343K 0.04%
19,074
-92
359
$340K 0.04%
10,102
+243
360
$340K 0.04%
5,393
-605
361
$340K 0.04%
8,179
-639
362
$336K 0.04%
16,750
+186
363
$333K 0.04%
1,111
-7
364
$329K 0.04%
+3,480
365
$329K 0.04%
33,800
366
$322K 0.03%
+13,846
367
$321K 0.03%
550
-44
368
$321K 0.03%
684
+97
369
$320K 0.03%
9,938
+459
370
$319K 0.03%
+2,670
371
$319K 0.03%
+6,142
372
$318K 0.03%
3,272
-26
373
$317K 0.03%
3,031
-1,858
374
$317K 0.03%
6,592
-9,319
375
$316K 0.03%
27,377
+466
13 14
15
16 17