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
$960M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$4.95M
3
+$4.9M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.08M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$3.13M

Top Sells

1
+$15.5M
2
+$12.3M
3
+$8.86M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.72M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$7.23M

Sector Composition

1 Technology 6.44%
2 Industrials 4.29%
3 Financials 2.69%
4 Consumer Discretionary 2.26%
5 Healthcare 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$249K 0.03%
3,456
+35
452
$249K 0.03%
6,756
-314
453
$247K 0.03%
+8,143
454
$246K 0.03%
74,998
-3,265
455
$240K 0.02%
+4,174
456
$239K 0.02%
+5,730
457
$238K 0.02%
+11,682
458
$238K 0.02%
10,263
-1,066
459
$237K 0.02%
34,459
+5,689
460
$237K 0.02%
2,994
-1,717
461
$236K 0.02%
+17,651
462
$236K 0.02%
+3,288
463
$236K 0.02%
1,750
+129
464
$235K 0.02%
24,005
+21
465
$233K 0.02%
8,500
466
$228K 0.02%
2,785
-132
467
$228K 0.02%
4,604
-211
468
$227K 0.02%
4,941
+440
469
$224K 0.02%
+3,439
470
$224K 0.02%
2,644
-622
471
$223K 0.02%
1,803
-4,042
472
$222K 0.02%
1,563
-28
473
$222K 0.02%
+2,095
474
$221K 0.02%
9,529
-6,269
475
$219K 0.02%
+2,237
17 18
19
20 21