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
$355M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$4.71M
3
+$3.74M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$3.62M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.92M

Top Sells

1
+$9.7M
2
+$5.47M
3
+$2.25M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$2.01M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.35M

Sector Composition

1 Technology 6.33%
2 Industrials 5.67%
3 Healthcare 4.91%
4 Financials 4.85%
5 Communication Services 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 0.7%
20,909
+7,023
27
$2.41M 0.68%
8,233
+2,529
28
$2.41M 0.68%
49,483
+4,586
29
$2.39M 0.67%
28,586
+970
30
$2.23M 0.63%
24,746
-4,740
31
$2.22M 0.63%
44,897
+5,073
32
$2.22M 0.63%
20,547
+1,862
33
$2.22M 0.62%
29,847
+173
34
$2.16M 0.61%
15,650
+1,120
35
$2.11M 0.59%
40,653
+301
36
$2.11M 0.59%
19,732
+9,186
37
$2.04M 0.58%
33,897
+6,718
38
$2.04M 0.57%
108,703
+38,349
39
$2.02M 0.57%
83,582
+10,449
40
$2.02M 0.57%
73,377
+13,988
41
$2.01M 0.57%
13,410
-23
42
$1.96M 0.55%
63,123
+17,316
43
$1.92M 0.54%
40,701
+8,600
44
$1.91M 0.54%
56,110
+8,170
45
$1.82M 0.51%
13,670
+4,263
46
$1.82M 0.51%
98,370
+646
47
$1.76M 0.5%
94,059
+1,101
48
$1.75M 0.49%
196,496
+33,744
49
$1.74M 0.49%
10,400
+496
50
$1.73M 0.49%
34,410
-4,889
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