AFP
Ausdal Financial Partners Portfolio holdings
AUM
$1.5B
1-Year Return
14%
This Quarter Return
-1.19%
1 Year Return
+14%
3 Year Return
+42.62%
5 Year Return
+72.41%
10 Year Return
–
AUM
$1.33B
AUM Growth
+$169M
(+15%)
Cap. Flow
+$192M
Cap. Flow
% of AUM
14.51%
Top 10 Holdings %
Top 10 Hldgs %
25.81%
Holding
665
New
96
Increased
373
Reduced
162
Closed
18
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$93.1M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$24.7M |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$13M |
| 4 |
Vanguard Value ETF
VTV
|
$7.07M |
| 5 |
SPDR Gold Trust
GLD
|
$6.93M |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$60.7M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$21.4M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$9.38M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$5.93M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$5.91M |
Sector Composition
| 1 | Technology | 7.06% |
| 2 | Industrials | 3.91% |
| 3 | Financials | 3.71% |
| 4 | Consumer Discretionary | 2.71% |
| 5 | Communication Services | 2.46% |
