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
$261M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.91M
3
+$1.75M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$1.51M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.4M

Top Sells

1
+$7.2M
2
+$5.81M
3
+$5.38M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.26M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.28M

Sector Composition

1 Technology 6.53%
2 Industrials 5.76%
3 Communication Services 5.17%
4 Financials 4.92%
5 Healthcare 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.78%
30,086
+5,635
27
$1.97M 0.76%
17,937
+1,315
28
$1.97M 0.75%
14,224
-57
29
$1.95M 0.75%
16,305
-1,045
30
$1.94M 0.74%
19,053
+6,468
31
$1.91M 0.73%
11,258
+258
32
$1.88M 0.72%
6,216
+963
33
$1.83M 0.7%
19,539
-13,650
34
$1.83M 0.7%
42,097
-5,104
35
$1.8M 0.69%
8,647
-5
36
$1.75M 0.67%
+14,261
37
$1.74M 0.67%
12,864
+1,246
38
$1.69M 0.65%
40,034
+28,276
39
$1.65M 0.63%
7,757
+1,388
40
$1.61M 0.62%
11,138
-1,279
41
$1.61M 0.62%
17,761
+11,693
42
$1.6M 0.61%
14,699
-794
43
$1.54M 0.59%
25,100
-620
44
$1.52M 0.58%
78,228
+5,391
45
$1.51M 0.58%
+12,464
46
$1.51M 0.58%
11,483
+3,560
47
$1.5M 0.58%
14,585
+7,380
48
$1.47M 0.57%
77,181
+4,119
49
$1.46M 0.56%
85,092
+1,716
50
$1.45M 0.56%
34,399
-972
1
2
3 4 5