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
$593M
AUM Growth
+$79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$3.27M
3
+$2.52M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.38M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$2.26M

Top Sells

1
+$3.04M
2
+$2.35M
3
+$2.25M
4
GLD icon
SPDR Gold Trust
GLD
+$2.04M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$1.38M

Sector Composition

1 Technology 6.63%
2 Communication Services 4.24%
3 Consumer Discretionary 4.17%
4 Financials 3.73%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.39M 0.74%
23,791
+1,260
27
$4.3M 0.73%
20,103
+6,153
28
$4.16M 0.7%
11,112
-66
29
$4.12M 0.69%
136,094
+15,350
30
$4.04M 0.68%
83,796
-7,537
31
$4.01M 0.68%
113,464
+8,416
32
$4M 0.68%
28,239
+16,774
33
$3.99M 0.67%
48,580
+39,840
34
$3.99M 0.67%
24,825
-204
35
$3.82M 0.65%
20,625
36
$3.71M 0.63%
75,716
+7,498
37
$3.62M 0.61%
57,410
-265
38
$3.59M 0.61%
30,954
+2,033
39
$3.57M 0.6%
81,455
+11,464
40
$3.49M 0.59%
19,752
+60
41
$3.42M 0.58%
149,713
+9,675
42
$3.34M 0.56%
35,147
-1,561
43
$3.3M 0.56%
15,591
+1,097
44
$3.29M 0.56%
66,987
+805
45
$3.26M 0.55%
14,269
+181
46
$3.19M 0.54%
50,952
+14,140
47
$3.15M 0.53%
11,472
-195
48
$3.15M 0.53%
54,149
+1,031
49
$3.14M 0.53%
49,136
-13,681
50
$3.09M 0.52%
79,886
+1,786
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