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
$808M
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Sells

1 +$45.2M
2 +$10.4M
3 +$4.79M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.72M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.52M

Sector Composition

1 Technology 5.22%
2 Industrials 4.1%
3 Financials 3.33%
4 Consumer Discretionary 2.42%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$225K 0.03%
4,290
-173
402
$225K 0.03%
3,058
-245
403
$224K 0.03%
26,473
+2,025
404
$224K 0.03%
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405
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406
$223K 0.03%
765
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407
$222K 0.03%
8,506
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408
$222K 0.03%
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409
$221K 0.03%
+1,272
410
$220K 0.03%
5,855
411
$220K 0.03%
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412
$217K 0.03%
+4,714
413
$216K 0.03%
+5,048
414
$215K 0.03%
10,439
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415
$211K 0.03%
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416
$210K 0.03%
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417
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418
$205K 0.03%
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419
$205K 0.03%
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420
$203K 0.03%
+11,811
421
$203K 0.03%
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422
$202K 0.03%
+3,304
423
$202K 0.03%
+3,121
424
$201K 0.02%
5,622
-20
425
$201K 0.02%
+493