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
$283M
AUM Growth
-$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$7.2M
3
+$6.69M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.93M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.72M

Top Sells

1
+$12.7M
2
+$5.85M
3
+$5.18M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$4.11M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$2.56M

Sector Composition

1 Technology 6.82%
2 Communication Services 5.04%
3 Industrials 4.31%
4 Healthcare 4.08%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 0.93%
76,124
+50,390
27
$2.58M 0.91%
10,897
-956
28
$2.51M 0.89%
29,925
-1,025
29
$2.47M 0.87%
36,953
-61,495
30
$2.38M 0.84%
21,581
+4,024
31
$2.37M 0.84%
24,147
+6,690
32
$2.35M 0.83%
78,565
-29,476
33
$2.25M 0.79%
19,862
+1,624
34
$2.23M 0.79%
21,795
+8,790
35
$2.17M 0.77%
13,191
+169
36
$2.08M 0.74%
13,746
+2,786
37
$2.04M 0.72%
32,240
+8,580
38
$1.93M 0.68%
+71,683
39
$1.91M 0.68%
+35,458
40
$1.87M 0.66%
37,397
+12,483
41
$1.77M 0.63%
9,750
+1,570
42
$1.67M 0.59%
19,476
+6,255
43
$1.67M 0.59%
+22,048
44
$1.64M 0.58%
11,968
+171
45
$1.61M 0.57%
37,761
-1,615
46
$1.59M 0.56%
+15,950
47
$1.57M 0.55%
8,294
-193
48
$1.56M 0.55%
103,578
+14,238
49
$1.53M 0.54%
48,617
-38,467
50
$1.47M 0.52%
56,540
+884
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2
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