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
401
$34K 0.01%
11,100
402
$21K 0.01%
1,004
403
$20K 0.01%
568
404
$17K 0.01%
+36
405
– –
-2,832
406
– –
-1,231
407
– –
-24,304
408
– –
-6,416
409
– –
-13,765
410
– –
-7,485
411
– –
-2,254
412
– –
-4,350
413
– –
-6,931
414
– –
-10,483
415
– –
-8,722
416
– –
-837
417
– –
-13,299
418
– –
0
419
– –
-3,072
420
– –
-9,173
421
– –
-47,112
422
– –
-3,669
423
– –
-3,823
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