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
$688M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Sells

1 +$17.6M
2 +$7.86M
3 +$4.29M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.54M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.54M

Sector Composition

1 Technology 4.33%
2 Industrials 4.11%
3 Financials 3.14%
4 Healthcare 2.79%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$146K 0.02%
12,610
+30
427
$138K 0.02%
19,732
+2,632
428
$129K 0.02%
6,263
-81
429
$113K 0.02%
13,910
-537
430
$104K 0.02%
10,690
431
$96.5K 0.01%
10,008
-7
432
$87K 0.01%
10,903
-1,139
433
$84.4K 0.01%
+12,490
434
$61.6K 0.01%
450
+310
435
$57.8K 0.01%
17,247
-100
436
$53.6K 0.01%
+2,095
437
$53.4K 0.01%
11,700
438
$51.7K 0.01%
+11,340
439
$44.4K 0.01%
31,250
440
$34.1K ﹤0.01%
56,900
441
$32.4K ﹤0.01%
33,686
+3,195
442
$31.5K ﹤0.01%
25,175
+1,000
443
$26.4K ﹤0.01%
10,500
444
$19.1K ﹤0.01%
36,650
+10,900
445
$12.7K ﹤0.01%
525
446
$9.63K ﹤0.01%
1,315
447
$2.47K ﹤0.01%
63,603
448
-12,892
449
-10,341
450
-2,142