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
376
$206K 0.06%
12,700
377
$205K 0.06%
+3,051
378
$205K 0.06%
+3,534
379
$205K 0.06%
+2,935
380
$203K 0.06%
15,999
-1,924
381
$201K 0.06%
+10,417
382
$201K 0.06%
1,620
+25
383
$200K 0.06%
+2,417
384
$195K 0.05%
34,014
385
$195K 0.05%
19,524
+3,395
386
$193K 0.05%
+11,703
387
$193K 0.05%
+10,835
388
$190K 0.05%
2,485
389
$186K 0.05%
+12,555
390
$185K 0.05%
14,271
391
$178K 0.05%
+11,922
392
$177K 0.05%
22,542
+2,888
393
$175K 0.05%
15,295
+1,906
394
$173K 0.05%
14,282
+1,582
395
$158K 0.04%
16,545
+3,100
396
$157K 0.04%
23,475
+3,410
397
$156K 0.04%
10,567
398
$150K 0.04%
+898
399
$149K 0.04%
18,405
+1,800
400
$144K 0.04%
10,140
-509
14 15
16
17 18