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
$222M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.27M
3
+$1.46M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$838K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$794K

Top Sells

1
+$4.54M
2
+$4.31M
3
+$3.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.04M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.77M

Sector Composition

1 Industrials 5.6%
2 Financials 4.74%
3 Technology 4.7%
4 Communication Services 4.5%
5 Healthcare 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.54%
35,085
-520
52
$1.18M 0.53%
10,797
+2,184
53
$1.1M 0.5%
12,515
+2,279
54
$1.1M 0.5%
6,233
+939
55
$1.09M 0.49%
10,330
+7,939
56
$1.07M 0.48%
8,998
-412
57
$1.03M 0.46%
11,748
+925
58
$1.01M 0.46%
9,038
-566
59
$990K 0.45%
3,699
+1,104
60
$982K 0.44%
61,706
+21,039
61
$976K 0.44%
7,532
+308
62
$951K 0.43%
8,384
+426
63
$941K 0.42%
5,655
+583
64
$932K 0.42%
6,779
-3,884
65
$901K 0.41%
5,908
+1,148
66
$898K 0.4%
10,228
+1,130
67
$876K 0.39%
12,535
+135
68
$869K 0.39%
18,211
+1,076
69
$846K 0.38%
19,080
+2,660
70
$818K 0.37%
9,849
-92
71
$791K 0.36%
4,743
+213
72
$788K 0.35%
33,385
-5,732
73
$776K 0.35%
10,115
+372
74
$772K 0.35%
7,186
+164
75
$765K 0.34%
54,943
-973
1 2
3
4 5