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
$198M
AUM Growth
+$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.39M
3
+$1.16M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$732K
5
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$661K

Top Sells

1
+$6.82M
2
+$3.17M
3
+$974K
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$816K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$632K

Sector Composition

1 Communication Services 4.42%
2 Industrials 4.36%
3 Healthcare 4.32%
4 Technology 4.19%
5 Consumer Staples 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 0.84%
43,990
+1,282
27
$1.64M 0.83%
18,322
+1,261
28
$1.61M 0.81%
11,684
-4,597
29
$1.55M 0.78%
113,780
-575
30
$1.53M 0.77%
33,066
+163
31
$1.52M 0.77%
12,884
+554
32
$1.52M 0.77%
11,747
+2,646
33
$1.52M 0.76%
49,005
-8,435
34
$1.5M 0.76%
11,722
+2,910
35
$1.46M 0.74%
38,620
-89
36
$1.42M 0.71%
47,197
-535
37
$1.39M 0.7%
+35,701
38
$1.37M 0.69%
25,368
+765
39
$1.35M 0.68%
15,508
-564
40
$1.35M 0.68%
10,715
+2,765
41
$1.34M 0.68%
15,443
+147
42
$1.29M 0.65%
40,554
+7,141
43
$1.26M 0.63%
12,956
-76
44
$1.25M 0.63%
23,971
+1,779
45
$1.24M 0.62%
29,862
-7,653
46
$1.22M 0.62%
23,289
-167
47
$1.2M 0.6%
16,640
+4,669
48
$1.16M 0.58%
+30,938
49
$1.13M 0.57%
9,999
+267
50
$1.1M 0.55%
8,858
-1,467
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