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
$2.05B
AUM Growth
+$553M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$17.5M
3
+$10.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.3M
5
AEBI
Aebi Schmidt Holding AG
AEBI
+$9.71M

Top Sells

1
+$29.1M
2
+$16.7M
3
+$9.39M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$6.47M
5
DMAY icon
FT Vest US Equity Deep Buffer ETF May
DMAY
+$5.19M

Sector Composition

1 Technology 10.51%
2 Industrials 4.08%
3 Communication Services 3.48%
4 Financials 3.42%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGT icon
51
Vanguard Information Technology ETF
VGT
$112B
$8.27M 0.4%
11,078
-441
XLE icon
52
State Street Energy Select Sector SPDR ETF
XLE
$26.7B
$8.27M 0.4%
92,529
+35,137
IVW icon
53
iShares S&P 500 Growth ETF
IVW
$66.3B
$8.2M 0.4%
67,888
+57,260
SECT icon
54
Main Sector Rotation ETF
SECT
$2.46B
$8.01M 0.39%
+127,168
AVUS icon
55
Avantis US Equity ETF
AVUS
$10.4B
$7.87M 0.38%
72,389
+1,551
CORP icon
56
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.37B
$7.8M 0.38%
79,061
+2,125
AVGO icon
57
Broadcom
AVGO
$1.61T
$7.65M 0.37%
23,182
+11,488
BSCR icon
58
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.38B
$7.64M 0.37%
387,578
+105,025
IEMG icon
59
iShares Core MSCI Emerging Markets ETF
IEMG
$116B
$7.5M 0.36%
113,752
+12,649
BRK.B icon
60
Berkshire Hathaway Class B
BRK.B
$1.07T
$7.38M 0.36%
14,672
-680
FTSM icon
61
First Trust Enhanced Short Maturity ETF
FTSM
$6.21B
$7.03M 0.34%
117,388
+28,382
EFA icon
62
iShares MSCI EAFE ETF
EFA
$69.2B
$6.96M 0.34%
74,584
+66,892
VO icon
63
Vanguard Mid-Cap ETF
VO
$90.1B
$6.85M 0.33%
23,310
+146
RDVY icon
64
First Trust Rising Dividend Achievers ETF
RDVY
$18.9B
$6.77M 0.33%
100,725
+20,765
XMMO icon
65
Invesco S&P MidCap Momentum ETF
XMMO
$5.05B
$6.74M 0.33%
49,812
+1,258
SMH icon
66
VanEck Semiconductor ETF
SMH
$36.5B
$6.72M 0.33%
20,605
+7,784
V icon
67
Visa
V
$673B
$6.67M 0.32%
19,543
+2,090
EEM icon
68
iShares MSCI Emerging Markets ETF
EEM
$20.4B
$6.6M 0.32%
123,678
+119,363
LYFT icon
69
Lyft
LYFT
$7.76B
$6.46M 0.31%
+293,605
NFLX icon
70
Netflix
NFLX
$400B
$6.44M 0.31%
53,730
+20,180
ACWI icon
71
iShares MSCI ACWI ETF
ACWI
$24.3B
$6.34M 0.31%
45,893
-46,783
DBND icon
72
DoubleLine Opportunistic Bond ETF
DBND
$613M
$6.34M 0.31%
136,274
+15,081
PALC icon
73
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$268M
$6.16M 0.3%
119,042
-10,895
DIA icon
74
SPDR Dow Jones Industrial Average ETF Trust
DIA
$42.8B
$5.99M 0.29%
12,925
+4,384
UNH icon
75
UnitedHealth
UNH
$297B
$5.82M 0.28%
16,865
+5,322
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3
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