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
$213M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$5.96M
3
+$2.23M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.22M
5
CAT icon
Caterpillar
CAT
+$1.19M

Top Sells

1
+$2.02M
2
+$1.72M
3
+$1.68M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.41M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.39M

Sector Composition

1 Industrials 5.07%
2 Financials 4.32%
3 Communication Services 4.23%
4 Technology 4.02%
5 Healthcare 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.77%
12,427
+680
27
$1.61M 0.75%
18,744
+422
28
$1.59M 0.75%
33,651
+585
29
$1.58M 0.74%
114,030
+250
30
$1.56M 0.73%
37,758
-862
31
$1.53M 0.72%
73,030
-67,520
32
$1.44M 0.67%
10,663
+1,805
33
$1.43M 0.67%
15,890
+382
34
$1.4M 0.66%
47,459
+262
35
$1.39M 0.65%
14,941
-502
36
$1.36M 0.64%
11,854
+132
37
$1.32M 0.62%
24,797
+826
38
$1.32M 0.62%
25,243
-125
39
$1.3M 0.61%
10,743
+992
40
$1.29M 0.61%
17,032
+392
41
$1.29M 0.6%
11,164
-1,720
42
$1.23M 0.58%
40,709
+155
43
$1.2M 0.56%
13,125
+169
44
$1.2M 0.56%
28,807
-1,055
45
$1.2M 0.56%
19,245
+390
46
$1.17M 0.55%
23,389
+100
47
$1.16M 0.54%
35,605
-403
48
$1.16M 0.54%
7,636
-16
49
$1.13M 0.53%
+65,622
50
$1.12M 0.53%
14,373
+9,990
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2
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