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
$302M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$2.88M
3
+$1.68M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.57M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$990K

Top Sells

1
+$8.14M
2
+$6.3M
3
+$3.06M
4
PSR icon
Invesco Active US Real Estate Fund
PSR
+$1.67M
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$1.59M

Sector Composition

1 Technology 7.51%
2 Communication Services 4.91%
3 Financials 4.07%
4 Consumer Discretionary 4.06%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.85M 0.94%
78,245
-4,084
27
$2.76M 0.91%
10,706
-191
28
$2.75M 0.91%
37,327
+374
29
$2.61M 0.87%
31,610
-2,776
30
$2.6M 0.86%
113,898
-2,863
31
$2.56M 0.85%
13,271
+80
32
$2.49M 0.82%
22,298
+503
33
$2.44M 0.81%
21,149
+1,287
34
$2.43M 0.81%
72,744
-5,821
35
$2.27M 0.75%
32,060
-180
36
$2.26M 0.75%
19,134
-5,013
37
$2.25M 0.74%
13,721
-3,364
38
$2.16M 0.72%
123,258
+19,680
39
$2.02M 0.67%
36,821
+1,363
40
$2.01M 0.67%
14,083
+6,741
41
$1.99M 0.66%
68,554
-3,129
42
$1.9M 0.63%
13,536
-210
43
$1.89M 0.63%
12,038
+70
44
$1.89M 0.63%
37,493
+96
45
$1.76M 0.58%
20,130
+654
46
$1.73M 0.57%
9,361
-389
47
$1.71M 0.56%
25,808
+5,386
48
$1.64M 0.54%
53,401
+12,909
49
$1.63M 0.54%
26,957
+11,558
50
$1.6M 0.53%
38,237
+1,790
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