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
$288M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$4.82M
3
+$2.48M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.13M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$947K

Top Sells

1
+$2.2M
2
+$1.1M
3
+$1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$790K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$684K

Sector Composition

1 Industrials 6.32%
2 Technology 4.84%
3 Financials 4.8%
4 Healthcare 4.32%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 0.69%
88,063
-748
27
$1.99M 0.69%
12,476
-1,209
28
$1.95M 0.68%
25,804
-2,556
29
$1.83M 0.64%
42,686
-607
30
$1.76M 0.61%
14,028
+5,595
31
$1.75M 0.61%
24,200
-2,720
32
$1.67M 0.58%
10,750
+182
33
$1.65M 0.57%
12,899
+1,569
34
$1.65M 0.57%
35,100
+924
35
$1.62M 0.56%
13,563
-78
36
$1.62M 0.56%
91,755
+39,606
37
$1.61M 0.56%
25,888
-802
38
$1.58M 0.55%
5,967
-230
39
$1.57M 0.54%
40,440
+20,904
40
$1.56M 0.54%
10,127
+821
41
$1.55M 0.54%
4,742
-1,002
42
$1.55M 0.54%
10,946
+382
43
$1.52M 0.53%
15,015
-2,018
44
$1.5M 0.52%
55,001
+11,779
45
$1.47M 0.51%
4,310
+96
46
$1.47M 0.51%
46,837
+35,863
47
$1.46M 0.51%
38,804
+67
48
$1.42M 0.49%
9,069
+677
49
$1.38M 0.48%
9,415
+1,850
50
$1.37M 0.48%
25,217
+4,045
1
2
3 4 5