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
$593M
AUM Growth
+$79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$3.27M
3
+$2.52M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.38M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$2.26M

Top Sells

1
+$3.04M
2
+$2.35M
3
+$2.25M
4
GLD icon
SPDR Gold Trust
GLD
+$2.04M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$1.38M

Sector Composition

1 Technology 6.63%
2 Communication Services 4.24%
3 Consumer Discretionary 4.17%
4 Financials 3.73%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$158K 0.03%
+18,000
427
$142K 0.02%
15,000
428
$142K 0.02%
16,150
-220
429
$121K 0.02%
11,732
-1,137
430
$116K 0.02%
11,000
431
$111K 0.02%
39,900
+13,700
432
$97K 0.02%
10,000
433
$95K 0.02%
22,175
-1,825
434
$92K 0.02%
10,530
-515
435
$92K 0.02%
+375
436
$90K 0.02%
775
+5
437
$78K 0.01%
+10,000
438
$70K 0.01%
629
+119
439
$69K 0.01%
12,274
440
$69K 0.01%
+29,870
441
$65K 0.01%
7,000
-3,000
442
$54K 0.01%
+13,632
443
$53K 0.01%
+3,143
444
$30K 0.01%
+4
445
$27K ﹤0.01%
800
446
$18K ﹤0.01%
16
447
$9K ﹤0.01%
+10,000
448
– –
-1,818
449
– –
-6,465
450
– –
-30,511
15 16 17
18
19