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
$688M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Sells

1 +$17.6M
2 +$7.86M
3 +$4.29M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.54M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.54M

Sector Composition

1 Technology 4.33%
2 Industrials 4.11%
3 Financials 3.14%
4 Healthcare 2.79%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.63M 0.67%
105,453
-7,365
27
$4.42M 0.64%
218,208
+38,606
28
$4.34M 0.63%
10,115
-272
29
$4.22M 0.61%
11,046
-145
30
$4.21M 0.61%
132,282
+2,024
31
$4.18M 0.61%
+85,343
32
$4.16M 0.6%
+18,287
33
$4.16M 0.6%
149,536
+35,783
34
$4.05M 0.59%
286,992
-23,369
35
$4.03M 0.59%
19,749
+509
36
$3.75M 0.55%
58,759
+946
37
$3.55M 0.52%
76,117
-37,005
38
$3.52M 0.51%
22,184
+1,173
39
$3.52M 0.51%
213,252
+23,115
40
$3.51M 0.51%
170,772
+5,678
41
$3.44M 0.5%
16,163
+239
42
$3.38M 0.49%
130,484
-9,188
43
$3.36M 0.49%
41,341
-216,446
44
$3.35M 0.49%
107,140
+10,585
45
$3.29M 0.48%
37,051
+2,965
46
$3.28M 0.48%
30,339
-1,953
47
$3.28M 0.48%
59,118
+13,965
48
$3.1M 0.45%
16,197
+2,003
49
$3.08M 0.45%
9,634
-270
50
$3.03M 0.44%
14,589
-268