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
$936M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$4.65M
3
+$3.48M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.34M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$2.36M

Top Sells

1
+$3.25M
2
+$2.79M
3
+$2.52M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$1.21M
5
BND icon
Vanguard Total Bond Market
BND
+$999K

Sector Composition

1 Technology 6.07%
2 Industrials 3.76%
3 Financials 2.69%
4 Consumer Discretionary 1.99%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$254K 0.03%
6,703
427
$253K 0.03%
3,431
+30
428
$252K 0.03%
+5,041
429
$250K 0.03%
244
-73
430
$249K 0.03%
10,504
+401
431
$247K 0.03%
2,305
-528
432
$245K 0.03%
3,266
-3,254
433
$245K 0.03%
5,855
434
$243K 0.03%
3,606
-24
435
$243K 0.03%
3,766
-1,657
436
$242K 0.03%
1,029
-28
437
$240K 0.03%
6,190
-7,171
438
$238K 0.03%
2,544
-217
439
$236K 0.03%
542
-37
440
$236K 0.03%
+1,200
441
$236K 0.03%
+752
442
$236K 0.03%
10,705
+95
443
$235K 0.03%
14,231
+139
444
$234K 0.02%
+1,967
445
$233K 0.02%
23,984
+284
446
$230K 0.02%
+1,924
447
$229K 0.02%
+2,608
448
$228K 0.02%
1,690
+394
449
$228K 0.02%
8,500
450
$226K 0.02%
11,329
-1,149
16 17
18
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