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
$198M
AUM Growth
+$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.39M
3
+$1.16M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$732K
5
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$661K

Top Sells

1
+$6.82M
2
+$3.17M
3
+$974K
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$816K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$632K

Sector Composition

1 Communication Services 4.42%
2 Industrials 4.36%
3 Healthcare 4.32%
4 Technology 4.19%
5 Consumer Staples 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.55%
7,652
+1,003
52
$1.09M 0.55%
18,855
+389
53
$1.08M 0.55%
36,008
-1,126
54
$1.08M 0.54%
9,751
-198
55
$1.06M 0.53%
9,712
+217
56
$1.05M 0.53%
21,535
+502
57
$1.02M 0.52%
8,792
+171
58
$990K 0.5%
16,345
-214
59
$948K 0.48%
10,559
-999
60
$917K 0.46%
10,504
-226
61
$894K 0.45%
12,660
+641
62
$856K 0.43%
7,614
-2,599
63
$842K 0.42%
7,297
-133
64
$835K 0.42%
18,383
-21,453
65
$810K 0.41%
9,607
+2,389
66
$798K 0.4%
9,892
-7
67
$793K 0.4%
52,383
+19,074
68
$784K 0.4%
12,626
+2,572
69
$768K 0.39%
8,997
-532
70
$766K 0.39%
23,485
+119
71
$763K 0.38%
7,595
-639
72
$747K 0.38%
24,520
-1,040
73
$747K 0.38%
54,391
-184
74
– –
0
75
$732K 0.37%
+17,796
1 2
3
4 5