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
376
$316K 0.03%
1,434
-115
377
$316K 0.03%
2,511
+91
378
$315K 0.03%
3,027
-148
379
$312K 0.03%
8,327
380
$312K 0.03%
24,845
-1,293
381
$310K 0.03%
6,194
-57
382
$310K 0.03%
7,729
+1
383
$309K 0.03%
+3,068
384
$307K 0.03%
7,450
385
$307K 0.03%
11,257
-4,204
386
$306K 0.03%
3,943
+44
387
$305K 0.03%
8,902
388
$305K 0.03%
4,620
+1,940
389
$303K 0.03%
986
+164
390
$303K 0.03%
4,173
-246
391
$301K 0.03%
4,079
-844
392
$300K 0.03%
3,463
-421
393
$299K 0.03%
1,722
+146
394
$297K 0.03%
9,605
-1,851
395
$297K 0.03%
1,389
-32
396
$294K 0.03%
1,242
+2
397
$294K 0.03%
603
-76
398
$293K 0.03%
5,056
+1,787
399
$291K 0.03%
1,827
400
$291K 0.03%
5,169
+210
14 15
16
17 18