AFP
Ausdal Financial Partners Portfolio holdings
AUM
$1.5B
1-Year Return
14%
This Quarter Return
+8.37%
1 Year Return
+14%
3 Year Return
+42.62%
5 Year Return
+72.41%
10 Year Return
–
AUM
$808M
AUM Growth
+$82.3M
(+11%)
Cap. Flow
+$23M
Cap. Flow
% of AUM
2.85%
Top 10 Holdings %
Top 10 Hldgs %
29.73%
Holding
471
New
37
Increased
189
Reduced
195
Closed
14
Top Buys
Top Sells
| 1 |
Vanguard World Funds Extended Duration ETF
EDV
|
$45.2M |
| 2 |
Vanguard Long-Term Treasury ETF
VGLT
|
$10.4M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.79M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$4.72M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.52M |
Sector Composition
| 1 | Technology | 5.23% |
| 2 | Industrials | 4.1% |
| 3 | Financials | 3.33% |
| 4 | Consumer Discretionary | 2.42% |
| 5 | Healthcare | 2.11% |
