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
$726M
AUM Growth
-$5.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$45.2M
2 +$10.4M
3 +$6.17M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.06M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.34M

Sector Composition

1 Technology 4.98%
2 Industrials 4.08%
3 Financials 3.08%
4 Consumer Discretionary 2.46%
5 Healthcare 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.46M 0.75%
94,844
+1,124
27
$5.32M 0.73%
371,643
-3,395
28
$5.18M 0.71%
132,023
+109,512
29
$4.98M 0.69%
33,408
-177
30
$4.79M 0.66%
17,601
+939
31
$4.71M 0.65%
22,641
+818
32
$4.32M 0.6%
137,493
-2,369
33
$4.31M 0.59%
+35,271
34
$4.29M 0.59%
+122,202
35
$4.04M 0.56%
9,746
-21
36
$3.99M 0.55%
25,004
+406
37
$3.94M 0.54%
74,870
+7,966
38
$3.93M 0.54%
193,111
-5,317
39
$3.86M 0.53%
30,378
-1,762
40
$3.81M 0.53%
10,103
-278
41
$3.66M 0.5%
174,258
+4,594
42
$3.65M 0.5%
63,079
+1,729
43
$3.63M 0.5%
86,225
-863
44
$3.59M 0.49%
75,450
-2,517
45
$3.57M 0.49%
40,288
+3,184
46
$3.48M 0.48%
58,642
+202
47
$3.43M 0.47%
14,907
-14
48
$3.39M 0.47%
32,615
-2,990
49
$3.32M 0.46%
16,951
+11,154
50
$3.29M 0.45%
29,767
-591,767