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
376
$177K 0.05%
20,065
+2,352
377
$173K 0.05%
16,129
+1,348
378
$172K 0.05%
2,485
379
$172K 0.05%
13,897
+2,347
380
$170K 0.05%
13,389
+1,833
381
$167K 0.05%
19,654
+3,939
382
$167K 0.05%
10,649
383
$158K 0.05%
11,705
+1,642
384
$156K 0.05%
+10,310
385
$153K 0.05%
+10,567
386
$152K 0.05%
+10,454
387
$134K 0.04%
+13,445
388
$134K 0.04%
+16,605
389
$112K 0.03%
12,709
+143
390
$108K 0.03%
11,405
391
$108K 0.03%
+16,169
392
$83K 0.03%
2,237
-154
393
$74K 0.02%
1,100
+30
394
$68K 0.02%
+10,740
395
$66K 0.02%
+980
396
$63K 0.02%
19,200
397
$60K 0.02%
18,000
398
$56K 0.02%
+53
399
$44K 0.01%
+10,880
400
$37K 0.01%
1,900
13 14 15
16
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