AFP

Ausdal Financial Partners Portfolio holdings

AUM $2.16B
1-Year Est. Return 18.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.16B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,018
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$10.2M
3
+$8.34M
4
FESM icon
Fidelity Enhanced Small Cap ETF
FESM
+$7.08M
5
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$6.94M

Top Sells

1
+$21.4M
2
+$17.4M
3
+$7.13M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$6.06M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$5.94M

Sector Composition

1 Technology 10.49%
2 Industrials 4.14%
3 Consumer Discretionary 3.54%
4 Communication Services 3.48%
5 Financials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HEGD icon
51
Swan Hedged Equity US Large Cap ETF
HEGD
$607M
$8.77M 0.41%
347,743
+14,114
ABBV icon
52
AbbVie
ABBV
$403B
$8.66M 0.4%
37,913
-189
AVGO icon
53
Broadcom
AVGO
$1.62T
$8.46M 0.39%
24,436
+1,254
LLY icon
54
Eli Lilly
LLY
$893B
$8.45M 0.39%
7,859
+1,507
SNAP icon
55
Snap
SNAP
$8.21B
$8.42M 0.39%
1,043,572
+415,463
IWD icon
56
iShares Russell 1000 Value ETF
IWD
$68.5B
$8.4M 0.39%
39,918
-786
SCHM icon
57
Schwab US Mid-Cap ETF
SCHM
$13.1B
$8.39M 0.39%
279,157
-3,130
VGT icon
58
Vanguard Information Technology ETF
VGT
$111B
$8.3M 0.39%
11,013
-65
FTSM icon
59
First Trust Enhanced Short Maturity ETF
FTSM
$6.28B
$8.27M 0.38%
137,914
+20,526
AVUS icon
60
Avantis US Equity ETF
AVUS
$11B
$8.13M 0.38%
72,755
+366
DBND icon
61
DoubleLine Opportunistic Bond ETF
DBND
$670M
$8.11M 0.38%
174,879
+38,605
CORP icon
62
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.48B
$8.06M 0.37%
82,372
+3,311
IEMG icon
63
iShares Core MSCI Emerging Markets ETF
IEMG
$140B
$7.87M 0.37%
117,021
+3,269
YEAR icon
64
AB Ultra Short Income ETF
YEAR
$1.46B
$7.65M 0.36%
151,570
-53,857
RDVY icon
65
First Trust Rising Dividend Achievers ETF
RDVY
$20.1B
$7.4M 0.34%
106,485
+5,760
LYFT icon
66
Lyft
LYFT
$5.3B
$7.34M 0.34%
378,683
+85,078
ROKU icon
67
Roku
ROKU
$14.9B
$7.33M 0.34%
67,609
+17,835
FESM icon
68
Fidelity Enhanced Small Cap ETF
FESM
$3.97B
$7.17M 0.33%
+189,787
AGG icon
69
iShares Core US Aggregate Bond ETF
AGG
$139B
$7.16M 0.33%
71,655
-19,848
V icon
70
Visa
V
$594B
$6.98M 0.32%
19,913
+370
BSCS icon
71
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.4B
$6.95M 0.32%
+337,299
BRK.B icon
72
Berkshire Hathaway Class B
BRK.B
$1.06T
$6.95M 0.32%
13,820
-852
VO icon
73
Vanguard Mid-Cap ETF
VO
$93.5B
$6.91M 0.32%
23,808
+498
EEM icon
74
iShares MSCI Emerging Markets ETF
EEM
$28.5B
$6.9M 0.32%
126,211
+2,533
XMMO icon
75
Invesco S&P MidCap Momentum ETF
XMMO
$5.56B
$6.81M 0.32%
49,201
-611
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3
4 5