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
$195M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.98M
3
+$1.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.18M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.15M

Top Sells

1
+$6.73M
2
+$650K
3
+$613K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$443K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$408K

Sector Composition

1 Industrials 4.26%
2 Healthcare 4.03%
3 Communication Services 4.01%
4 Consumer Staples 3.85%
5 Technology 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 0.84%
26,568
+874
27
$1.62M 0.83%
27,754
+2,148
28
$1.61M 0.83%
7,688
-374
29
$1.6M 0.82%
37,515
+26,783
30
$1.6M 0.82%
+42,708
31
$1.52M 0.78%
17,061
+573
32
$1.51M 0.77%
16,072
+46
33
$1.5M 0.77%
12,330
-1,216
34
$1.47M 0.75%
114,355
35
$1.47M 0.75%
17,643
+1,189
36
$1.41M 0.73%
32,903
+4,050
37
$1.4M 0.72%
38,709
+8,851
38
$1.37M 0.7%
47,732
+307
39
$1.33M 0.68%
13,032
+167
40
$1.32M 0.68%
24,603
+287
41
$1.3M 0.67%
15,296
+748
42
$1.24M 0.64%
22,192
+567
43
$1.22M 0.63%
5,511
+1,752
44
$1.19M 0.61%
10,325
+3,670
45
$1.15M 0.59%
10,213
+447
46
$1.13M 0.58%
23,456
+1,587
47
$1.13M 0.58%
9,101
-1,845
48
$1.11M 0.57%
9,732
+163
49
$1.05M 0.54%
37,134
+112
50
$1.05M 0.54%
9,949
+250
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