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
$634M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$45M
2
+$16.5M
3
+$5.48M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.49M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$4.08M

Top Sells

1
+$8.52M
2
+$7.04M
3
+$6.38M
4
IPO icon
Renaissance IPO ETF
IPO
+$6.13M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.91M

Sector Composition

1 Technology 5.3%
2 Industrials 3.21%
3 Financials 3.03%
4 Healthcare 2.54%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$87K 0.01%
+10,715
427
$85K 0.01%
10,015
+15
428
$77K 0.01%
11,689
+150
429
$76K 0.01%
31,250
430
$75K 0.01%
17,347
+5,400
431
$66K 0.01%
30,491
-4,662
432
$53K 0.01%
10,500
433
$52K 0.01%
945
-17
434
$46K 0.01%
24,175
435
$44K 0.01%
56,900
436
$41K 0.01%
1,315
437
$29K ﹤0.01%
11,700
+1,000
438
$19K ﹤0.01%
25,750
439
$13K ﹤0.01%
63,603
440
$11K ﹤0.01%
+525
441
$7K ﹤0.01%
16,500
442
$5K ﹤0.01%
+14,000
443
$5K ﹤0.01%
1,300
+500
444
$4K ﹤0.01%
827
445
$2K ﹤0.01%
16
446
– –
-5,363
447
– –
-6,668
448
– –
-871
449
– –
-6,066
450
– –
-1,642
16 17
18
19 20