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
$726M
AUM Growth
-$5.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$45.2M
2 +$10.4M
3 +$6.17M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.06M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.34M

Sector Composition

1 Technology 4.98%
2 Industrials 4.08%
3 Financials 3.08%
4 Consumer Discretionary 2.46%
5 Healthcare 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$202K 0.03%
4,630
-1,380
402
$202K 0.03%
+5,855
403
$201K 0.03%
+5,642
404
$199K 0.03%
+39,322
405
$198K 0.03%
10,862
-730
406
$185K 0.03%
10,428
-1,035
407
$181K 0.02%
+15,800
408
$177K 0.02%
12,754
+540
409
$169K 0.02%
10,963
+79
410
$161K 0.02%
26,681
-325
411
$158K 0.02%
10,663
-1,694
412
$154K 0.02%
24,336
-71
413
$154K 0.02%
12,889
414
$151K 0.02%
30,850
415
$149K 0.02%
13,702
-292
416
$145K 0.02%
+11,547
417
$131K 0.02%
11,219
418
$127K 0.02%
12,217
+1,000
419
$96.6K 0.01%
17,217
-285
420
$96.4K 0.01%
10,006
421
$86.3K 0.01%
+10,500
422
$57.3K 0.01%
13,053
+245
423
$54.6K 0.01%
11,672
+710
424
$43.6K 0.01%
+20,000
425
$43.5K 0.01%
3,600
+1,250