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
$324M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$8.33M
2
+$2.97M
3
+$1.81M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.73M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.68M

Top Sells

1
+$5.48M
2
+$1.75M
3
+$1.74M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.4M

Sector Composition

1 Industrials 5.44%
2 Technology 5.3%
3 Financials 4.86%
4 Healthcare 4.5%
5 Communication Services 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 0.65%
29,674
+21,290
27
$2.07M 0.64%
40,352
+236
28
$2.01M 0.62%
88,746
+683
29
$1.99M 0.61%
18,685
-932
30
$1.97M 0.61%
39,299
-109,232
31
$1.93M 0.6%
44,897
+2,211
32
$1.89M 0.58%
39,824
+4,724
33
$1.81M 0.56%
+73,133
34
$1.78M 0.55%
13,433
-130
35
$1.76M 0.54%
14,530
+1,631
36
$1.75M 0.54%
32,992
-9,589
37
$1.65M 0.51%
92,958
+1,203
38
$1.63M 0.5%
10,877
-69
39
$1.62M 0.5%
59,389
+4,388
40
$1.61M 0.5%
11,489
+739
41
$1.57M 0.49%
9,992
-135
42
$1.56M 0.48%
5,704
-263
43
$1.55M 0.48%
9,904
+835
44
$1.55M 0.48%
18,546
+2,687
45
$1.54M 0.48%
27,179
+1,291
46
$1.54M 0.48%
64,054
+26,642
47
$1.53M 0.47%
47,940
+7,223
48
$1.52M 0.47%
13,886
+2,184
49
$1.5M 0.46%
32,101
+2,965
50
$1.48M 0.46%
36,512
-3,928
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