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
451
– –
-3,729
452
– –
-1,880
453
– –
-2,190
454
– –
-1,736
455
– –
-3,364
456
– –
-12,446
457
– –
-5,335
458
– –
-14,360
459
– –
-9,582
460
– –
-19,371
461
– –
-1,533
462
– –
-1,601
463
– –
-5,163
464
– –
-8,442
465
– –
-8,140
15 16 17 18
19