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
476
$158K 0.02%
21,134
-2,056
477
$154K 0.02%
12,889
478
$135K 0.01%
10,234
-233
479
$125K 0.01%
10,610
-211
480
$98K 0.01%
23,565
481
$95K 0.01%
16,054
482
$91.6K 0.01%
30,850
483
$85.1K 0.01%
19,300
484
$75.5K 0.01%
10,151
-1,996
485
$73.9K 0.01%
+12,187
486
$51.2K 0.01%
55,700
487
$32.8K ﹤0.01%
+10,007
488
$30.7K ﹤0.01%
24,575
489
$30.1K ﹤0.01%
1,376
490
$28.7K ﹤0.01%
3,600
491
$20.8K ﹤0.01%
21,000
-5,000
492
$19.5K ﹤0.01%
29,176
-4,038
493
$12.3K ﹤0.01%
626
494
$8.14K ﹤0.01%
+14,798
495
$4.68K ﹤0.01%
39,045
496
$73 ﹤0.01%
10,000
497
– –
-1,203
498
– –
0
499
– –
0
500
– –
-729
17 18 19
20
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