We are live on ! Find out more
AFP

Ausdal Financial Partners Portfolio holdings

AUM $2.24B
1-Year Est. Return 20.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Sells

1 +$20.3M
2 +$10.7M
3 +$10.3M
4
AEBI
Aebi Schmidt Holding AG
AEBI
+$9.85M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.7M

Sector Composition

1 Technology 9.64%
2 Industrials 4.21%
3 Communication Services 3.07%
4 Consumer Discretionary 2.99%
5 Financials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DBND icon
51
DoubleLine Opportunistic Bond ETF
DBND
$728M
$8.69M 0.39%
189,738
+14,859
SECT icon
52
Main Sector Rotation ETF
SECT
$2.79B
$8.68M 0.39%
143,689
+4,298
IWD icon
53
iShares Russell 1000 Value ETF
IWD
$76.6B
$8.66M 0.39%
40,523
+605
AGG icon
54
iShares Core US Aggregate Bond ETF
AGG
$138B
$8.58M 0.38%
86,463
+14,808
JPM icon
55
JPMorgan Chase
JPM
$871B
$8.57M 0.38%
29,128
+180
AVUS icon
56
Avantis US Equity ETF
AVUS
$13.3B
$8.52M 0.38%
76,677
+3,922
VTI icon
57
Vanguard Total Stock Market ETF
VTI
$656B
$8.52M 0.38%
26,563
-218
ABBV icon
58
AbbVie
ABBV
$382B
$8.41M 0.38%
38,690
+777
XYZ
59
Block Inc
XYZ
$44.5B
$8.32M 0.37%
138,213
+1,832
BALT icon
60
Innovator Defined Wealth Shield ETF
BALT
$2.51B
$8.24M 0.37%
246,145
+110,698
CORP icon
61
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.61B
$8.17M 0.37%
84,352
+1,980
XOM icon
62
Exxon Mobil
XOM
$571B
$8.1M 0.36%
47,715
+12,379
FESM icon
63
Fidelity Enhanced Small Cap Core ETF
FESM
$5.49B
$7.97M 0.36%
209,694
+19,907
ACWX icon
64
iShares MSCI ACWI ex US ETF
ACWX
$11.7B
$7.91M 0.35%
+115,469
AVGO icon
65
Broadcom
AVGO
$1.96T
$7.86M 0.35%
25,407
+971
YEAR icon
66
AB Ultra Short Income ETF
YEAR
$1.46B
$7.85M 0.35%
155,454
+3,884
MU icon
67
Micron Technology
MU
$1.28T
$7.55M 0.34%
22,361
-9,027
XTRE icon
68
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
$180M
$7.55M 0.34%
152,486
+59,761
RDVY icon
69
First Trust Rising Dividend Achievers ETF
RDVY
$23.6B
$7.55M 0.34%
110,529
+4,044
SPDW icon
70
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.3B
$7.46M 0.33%
163,343
-432,885
EFA icon
71
iShares MSCI EAFE ETF
EFA
$77.1B
$7.32M 0.33%
75,363
+64,654
VV icon
72
Vanguard Large-Cap ETF
VV
$52.6B
$7.27M 0.33%
24,320
+8,172
IJS icon
73
iShares S&P Small-Cap 600 Value ETF
IJS
$7.9B
$7.19M 0.32%
60,742
+2,468
VO icon
74
Vanguard Mid-Cap ETF
VO
$105B
$7.17M 0.32%
99,812
+4,580
DIVO icon
75
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.12B
$6.93M 0.31%
154,614
+6,936