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
$176M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,358
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$6.32M
3
+$2.53M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.89M
5
IAU icon
iShares Gold Trust
IAU
+$1.24M

Top Sells

1
+$4.05M
2
+$3.14M
3
+$1.37M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$1.22M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.19M

Sector Composition

1 Technology 4.47%
2 Communication Services 4.41%
3 Industrials 4.23%
4 Consumer Staples 3.8%
5 Healthcare 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.83%
13,546
+425
27
$1.45M 0.82%
25,606
+2,098
28
$1.43M 0.81%
16,488
+1,567
29
$1.38M 0.78%
47,425
+424
30
$1.36M 0.77%
57,323
+51,982
31
$1.35M 0.77%
15,858
-1,635
32
$1.34M 0.76%
16,026
+384
33
$1.34M 0.76%
16,454
+1,026
34
$1.33M 0.75%
10,946
-2,409
35
$1.3M 0.74%
24,316
-1,356
36
$1.29M 0.73%
28,853
+1,500
37
$1.26M 0.72%
12,865
+1
38
$1.2M 0.68%
14,548
+3,265
39
$1.17M 0.66%
21,625
+1,940
40
$1.14M 0.65%
9,986
+432
41
$1.09M 0.62%
29,858
+5,227
42
$1.09M 0.62%
21,869
+2,244
43
$1.08M 0.61%
9,766
+396
44
$1.07M 0.61%
37,022
-356
45
$1.07M 0.61%
9,569
+2,070
46
$1.06M 0.6%
3,759
+2,591
47
$1.03M 0.58%
8,094
-74
48
$1.01M 0.57%
20,809
+63
49
$1.01M 0.57%
9,830
+163
50
$988K 0.56%
9,699
+237
1
2
3 4 5