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
$936M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$4.65M
3
+$3.48M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.34M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$2.36M

Top Sells

1
+$3.25M
2
+$2.79M
3
+$2.52M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$1.21M
5
BND icon
Vanguard Total Bond Market
BND
+$999K

Sector Composition

1 Technology 6.07%
2 Industrials 3.76%
3 Financials 2.69%
4 Consumer Discretionary 1.99%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.19M 0.66%
25,586
-1,504
27
$5.92M 0.63%
30,616
+579
28
$5.89M 0.63%
10,216
+145
29
$5.65M 0.6%
111,854
+7,024
30
$5.57M 0.59%
69,478
-1,447
31
$5.5M 0.59%
32,087
+273
32
$5.43M 0.58%
192,316
-6,497
33
$5.23M 0.56%
220,324
+1,920
34
$4.68M 0.5%
25,667
+473
35
$4.65M 0.5%
+25,529
36
$4.62M 0.49%
141,780
+7,824
37
$4.55M 0.49%
76,387
-2,191
38
$4.54M 0.49%
49,819
+14,967
39
$4.49M 0.48%
17,972
-93
40
$4.45M 0.48%
91,391
+11,592
41
$4.43M 0.47%
22,400
-2,952
42
$4.36M 0.47%
43,364
+3,786
43
$4.32M 0.46%
68,756
-10,162
44
$4.21M 0.45%
15,742
-1,436
45
$4.2M 0.45%
22,875
+655
46
$4.14M 0.44%
96,148
+1,964
47
$4.06M 0.43%
22,271
-218
48
$4M 0.43%
59,859
-6,290
49
$3.94M 0.42%
15,008
+162
50
$3.93M 0.42%
73,460
-200
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