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
401
$289K 0.03%
29,900
402
$288K 0.03%
2,811
+431
403
$283K 0.03%
2,654
-53
404
$281K 0.03%
19,226
+2,941
405
$280K 0.03%
1,616
-10
406
$280K 0.03%
4,773
-22
407
$280K 0.03%
8,551
-1,398
408
$278K 0.03%
5,232
+56
409
$276K 0.03%
+5,389
410
$272K 0.03%
3,612
+697
411
$270K 0.03%
2,047
+20
412
$270K 0.03%
5,448
+1,223
413
$268K 0.03%
+5,795
414
$268K 0.03%
78,263
-9,593
415
$268K 0.03%
3,191
-347
416
$267K 0.03%
3,426
-176
417
$265K 0.03%
2,730
+6
418
$263K 0.03%
3,697
+7
419
$263K 0.03%
2,398
420
$260K 0.03%
3,108
-782
421
$258K 0.03%
7,084
422
$258K 0.03%
5,698
+29
423
$257K 0.03%
2,933
-222
424
$257K 0.03%
+4,598
425
$257K 0.03%
7,070
-275
15 16
17
18 19