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
$808M
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Sells

1 +$45.2M
2 +$10.4M
3 +$4.79M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.72M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.52M

Sector Composition

1 Technology 5.22%
2 Industrials 4.1%
3 Financials 3.33%
4 Consumer Discretionary 2.42%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.53M 0.68%
23,766
+1,125
27
$5.44M 0.67%
17,493
-108
28
$5.3M 0.66%
90,915
-3,929
29
$5.12M 0.63%
216,628
-199,962
30
$5.03M 0.62%
32,434
-974
31
$4.82M 0.6%
9,959
+213
32
$4.78M 0.59%
299,892
-71,751
33
$4.76M 0.59%
198,554
+5,443
34
$4.64M 0.57%
30,536
+158
35
$4.52M 0.56%
25,111
+107
36
$4.51M 0.56%
78,107
+3,237
37
$4.3M 0.53%
131,016
-6,477
38
$4.15M 0.51%
64,287
+1,208
39
$4.08M 0.5%
80,593
+5,143
40
$4M 0.49%
16,856
+1,517
41
$3.98M 0.49%
9,956
-147
42
$3.95M 0.49%
33,618
+1,003
43
$3.9M 0.48%
14,987
+80
44
$3.9M 0.48%
87,460
+1,235
45
$3.84M 0.48%
59,069
+427
46
$3.8M 0.47%
179,240
+4,982
47
$3.61M 0.45%
57,553
+1,860
48
$3.6M 0.45%
16,525
-426
49
$3.59M 0.44%
48,771
+2,903
50
$3.53M 0.44%
72,522
+4,481