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
$176M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,358
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$6.32M
3
+$2.53M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.89M
5
IAU icon
iShares Gold Trust
IAU
+$1.24M

Top Sells

1
+$4.05M
2
+$3.14M
3
+$1.37M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$1.22M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.19M

Sector Composition

1 Technology 4.47%
2 Communication Services 4.41%
3 Industrials 4.23%
4 Consumer Staples 3.8%
5 Healthcare 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$966K 0.55%
8,426
+251
52
$960K 0.55%
17,377
+948
53
$959K 0.54%
7,627
-2,108
54
$945K 0.54%
33,203
+757
55
$945K 0.54%
11,481
-238
56
$944K 0.54%
11,714
+2,365
57
$941K 0.53%
9,479
+2,789
58
$921K 0.52%
6,047
+245
59
$917K 0.52%
11,227
+1,534
60
$904K 0.51%
16,349
-57
61
$836K 0.47%
11,785
+587
62
$825K 0.47%
7,016
+2,179
63
$800K 0.45%
7,307
+752
64
$799K 0.45%
15,064
-5,506
65
$797K 0.45%
58,483
-4,542
66
$765K 0.43%
30,428
+6,076
67
$755K 0.43%
9,810
-398
68
$743K 0.42%
11,976
-220
69
$742K 0.42%
7,468
+2
70
$736K 0.42%
6,655
-1,064
71
$727K 0.41%
31,210
-8,481
72
$716K 0.41%
6,422
+902
73
$715K 0.41%
26,510
-1,757
74
$694K 0.39%
21,450
-445
75
$670K 0.38%
10,550
+84
1 2
3
4 5