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
376
$255K 0.04%
5,565
-82
377
$254K 0.04%
3,002
-511
378
$254K 0.04%
1,063
+162
379
$250K 0.04%
+6,132
380
$249K 0.04%
1,688
-188
381
$249K 0.04%
5,187
-343
382
$247K 0.04%
2,345
+44
383
$247K 0.04%
3,756
-502
384
$247K 0.04%
4,375
-453
385
$246K 0.04%
5,599
-257
386
$245K 0.04%
9,730
+39
387
$243K 0.04%
2,921
-332
388
$241K 0.04%
6,884
+500
389
$236K 0.03%
4,540
+256
390
$231K 0.03%
1,351
391
$231K 0.03%
1,787
-1,449
392
$230K 0.03%
614
-413
393
$229K 0.03%
946
-116
394
$228K 0.03%
21,685
+7,081
395
$227K 0.03%
2,835
-18,499
396
$226K 0.03%
11,721
-330
397
$225K 0.03%
+4,012
398
$225K 0.03%
7,978
-9,939
399
$223K 0.03%
962
+31
400
$221K 0.03%
7,450