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
451
$226K 0.02%
+4,815
452
$224K 0.02%
3,421
+27
453
$222K 0.02%
+4,501
454
$221K 0.02%
8,952
-1,212
455
$220K 0.02%
+1,591
456
$219K 0.02%
6,167
+219
457
$218K 0.02%
942
+4
458
$217K 0.02%
3,188
+19
459
$217K 0.02%
39,166
+10,097
460
$216K 0.02%
26,281
-350
461
$216K 0.02%
+1,621
462
$215K 0.02%
2,917
-20
463
$214K 0.02%
1,356
-10
464
$214K 0.02%
+4,616
465
$213K 0.02%
28,770
+13,557
466
$211K 0.02%
321
+1
467
$209K 0.02%
3,195
+283
468
$209K 0.02%
11,377
-485
469
$205K 0.02%
+2,288
470
$202K 0.02%
+9,745
471
$201K 0.02%
1,460
472
$199K 0.02%
+10,015
473
$176K 0.02%
14,186
+2,916
474
$160K 0.02%
+10,045
475
$159K 0.02%
10,335
-1,600
17 18
19
20 21