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
$288M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$4.82M
3
+$2.48M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.13M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$947K

Top Sells

1
+$2.2M
2
+$1.1M
3
+$1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$790K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$684K

Sector Composition

1 Industrials 6.32%
2 Technology 4.84%
3 Financials 4.8%
4 Healthcare 4.32%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.47%
6,335
+72
52
$1.36M 0.47%
29,136
+4,457
53
$1.32M 0.46%
12,016
-426
54
$1.31M 0.46%
15,859
+11,443
55
$1.31M 0.46%
128,535
+825
56
$1.31M 0.45%
3,873
+9
57
$1.29M 0.45%
97,830
-15,600
58
$1.28M 0.44%
26,734
+271
59
$1.27M 0.44%
58,392
+14,640
60
$1.26M 0.44%
40,717
+921
61
$1.25M 0.44%
15,192
-644
62
$1.25M 0.43%
12,547
+104
63
$1.24M 0.43%
11,702
+4,365
64
$1.23M 0.43%
15,353
-159
65
$1.22M 0.42%
80,275
-5,527
66
$1.22M 0.42%
18,699
+975
67
$1.2M 0.42%
13,205
+146
68
$1.16M 0.4%
15,502
+505
69
$1.15M 0.4%
11,125
+1,857
70
$1.12M 0.39%
186,912
-51,792
71
$1.11M 0.39%
37,497
-8,316
72
$1.11M 0.39%
67,881
+13,383
73
$1.1M 0.38%
5,514
+146
74
$1.09M 0.38%
13,735
+1,483
75
$1.08M 0.37%
20,769
+2,878
1 2
3
4 5