AFP
Ausdal Financial Partners Portfolio holdings
AUM
$1.5B
1-Year Return
14%
This Quarter Return
+0.43%
1 Year Return
+14%
3 Year Return
+42.62%
5 Year Return
+72.41%
10 Year Return
–
AUM
$1.16B
AUM Growth
+$198M
(+21%)
Cap. Flow
+$199M
Cap. Flow
% of AUM
17.15%
Top 10 Holdings %
Top 10 Hldgs %
23.78%
Holding
596
New
77
Increased
328
Reduced
149
Closed
23
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$57.5M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$22.7M |
| 3 |
Apple
AAPL
|
$16.1M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$12.1M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$11.6M |
Top Sells
Sector Composition
| 1 | Technology | 7.95% |
| 2 | Industrials | 4.46% |
| 3 | Financials | 3.25% |
| 4 | Consumer Discretionary | 2.84% |
| 5 | Communication Services | 2.28% |
