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
$1.16B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
596
New
Increased
Reduced
Closed

Top Buys

1 +$57.5M
2 +$22.7M
3 +$16.1M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$12.1M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$11.6M

Sector Composition

1 Technology 7.95%
2 Industrials 4.46%
3 Financials 3.25%
4 Consumer Discretionary 2.84%
5 Communication Services 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$8.84M 0.76%
15,022
+1,374
27
$8.79M 0.76%
+748,633
28
$8.73M 0.75%
262,275
+228,575
29
$8.52M 0.74%
87,972
+2,110
30
$8.21M 0.71%
109,868
+86,359
31
$8.2M 0.71%
20,312
-1,289
32
$7.98M 0.69%
43,118
+261
33
$7.75M 0.67%
62,749
+53,565
34
$7.57M 0.65%
273,135
+4,647
35
$7.53M 0.65%
18,335
+78
36
$7.39M 0.64%
+252,236
37
$7.25M 0.63%
141,816
+9,595
38
$7.06M 0.61%
37,310
+14,401
39
$7M 0.6%
73,587
+648
40
$6.67M 0.58%
10,728
+538
41
$6.67M 0.58%
66,470
+4,729
42
$6.09M 0.53%
23,054
-736
43
$5.92M 0.51%
33,301
+1,670
44
$5.75M 0.5%
30,211
+4,127
45
$5.48M 0.47%
211,924
+6,950
46
$5.34M 0.46%
9,114
+1,581
47
$5.27M 0.45%
26,568
+746
48
$5.13M 0.44%
16,238
+1,122
49
$5.09M 0.44%
25,976
+9,121
50
$5.03M 0.43%
17,358
+1,883