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
$195M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.98M
3
+$1.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.18M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.15M

Top Sells

1
+$6.73M
2
+$650K
3
+$613K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$443K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$408K

Sector Composition

1 Industrials 4.26%
2 Healthcare 4.03%
3 Communication Services 4.01%
4 Consumer Staples 3.85%
5 Technology 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.54%
8,061
-33
52
$1.01M 0.52%
8,812
-1,174
53
$1.01M 0.52%
9,495
-335
54
$1.01M 0.52%
8,621
+195
55
$1M 0.52%
7,950
+934
56
$1M 0.51%
6,649
+602
57
$981K 0.5%
21,033
+224
58
$979K 0.5%
11,558
+77
59
$959K 0.49%
33,413
+210
60
$945K 0.48%
18,466
+1,089
61
$923K 0.47%
16,559
+210
62
$909K 0.47%
10,730
-497
63
$894K 0.46%
7,430
-197
64
$855K 0.44%
11,971
+7,082
65
$834K 0.43%
8,234
+766
66
$824K 0.42%
9,899
+3,052
67
$820K 0.42%
12,019
+3,895
68
$816K 0.42%
+58,671
69
$802K 0.41%
7,290
-17
70
$775K 0.4%
25,560
-950
71
$772K 0.4%
9,529
-281
72
$756K 0.39%
23,366
+6,289
73
$753K 0.39%
54,575
-3,908
74
$747K 0.38%
25,513
+2,195
75
$740K 0.38%
11,556
-420
1 2
3
4 5