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
$222M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.27M
3
+$1.46M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$838K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$794K

Top Sells

1
+$4.54M
2
+$4.31M
3
+$3.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.04M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.77M

Sector Composition

1 Industrials 5.6%
2 Financials 4.74%
3 Technology 4.7%
4 Communication Services 4.5%
5 Healthcare 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 0.8%
52,160
-22,975
27
$1.78M 0.8%
19,815
-2,215
28
$1.77M 0.8%
12,453
+599
29
$1.76M 0.79%
35,059
+1,408
30
$1.59M 0.72%
114,930
+900
31
$1.58M 0.71%
40,388
+2,630
32
$1.52M 0.68%
12,340
+1,597
33
$1.45M 0.65%
10,935
+5,859
34
$1.44M 0.65%
4,612
+1,191
35
$1.42M 0.64%
11,705
-35,512
36
$1.42M 0.64%
14,849
-92
37
$1.4M 0.63%
12,396
-729
38
$1.37M 0.62%
11,017
-147
39
$1.36M 0.61%
20,586
+1,341
40
$1.34M 0.6%
16,374
+484
41
$1.31M 0.59%
16,830
-202
42
$1.3M 0.59%
11,381
+1,878
43
$1.3M 0.58%
9,098
+1,462
44
$1.29M 0.58%
14,558
+185
45
$1.29M 0.58%
38,179
-2,530
46
$1.28M 0.58%
29,561
+754
47
$1.25M 0.56%
13,933
+845
48
$1.24M 0.56%
22,935
-454
49
$1.24M 0.56%
25,366
+569
50
$1.2M 0.54%
25,074
+16,603
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