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
$213M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$5.96M
3
+$2.23M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.22M
5
CAT icon
Caterpillar
CAT
+$1.19M

Top Sells

1
+$2.02M
2
+$1.72M
3
+$1.68M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.41M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.39M

Sector Composition

1 Industrials 5.07%
2 Financials 4.32%
3 Communication Services 4.23%
4 Technology 4.02%
5 Healthcare 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.52%
4,971
-3,106
52
$1.1M 0.52%
13,088
+2,529
53
$1.07M 0.5%
9,503
+711
54
$1.04M 0.49%
21,748
+213
55
$1.03M 0.48%
+3,421
56
$1.03M 0.48%
9,410
-1,305
57
$1M 0.47%
9,604
-108
58
$946K 0.44%
16,275
-70
59
$937K 0.44%
10,823
+319
60
$934K 0.44%
12,400
-260
61
$887K 0.42%
8,613
-384
62
$879K 0.41%
7,224
-73
63
$876K 0.41%
10,236
+629
64
$865K 0.41%
7,993
-2,006
65
$864K 0.41%
39,117
+129
66
$858K 0.4%
7,206
-4,478
67
$829K 0.39%
7,958
+230
68
$826K 0.39%
7,022
+471
69
$824K 0.39%
5,294
+245
70
$823K 0.39%
9,941
+49
71
$805K 0.38%
5,072
+775
72
$785K 0.37%
9,098
+634
73
$775K 0.36%
17,135
+5,331
74
$772K 0.36%
30,614
+19,090
75
$765K 0.36%
5,747
+306
1 2
3
4 5