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
$324M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$8.33M
2
+$2.97M
3
+$1.81M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.73M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.68M

Top Sells

1
+$5.48M
2
+$1.75M
3
+$1.74M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.4M

Sector Composition

1 Industrials 5.44%
2 Technology 5.3%
3 Financials 4.86%
4 Healthcare 4.5%
5 Communication Services 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.46%
4,420
-322
52
$1.47M 0.46%
29,292
+2,558
53
$1.46M 0.45%
38,642
-162
54
$1.46M 0.45%
+14,326
55
$1.45M 0.45%
13,916
+1,900
56
$1.42M 0.44%
+45,807
57
$1.42M 0.44%
+14,253
58
$1.38M 0.43%
83,938
+3,663
59
$1.38M 0.42%
83,763
+15,882
60
$1.36M 0.42%
8,768
-647
61
$1.36M 0.42%
74,559
+17,223
62
$1.31M 0.4%
25,211
-6
63
$1.3M 0.4%
+70,354
64
$1.28M 0.39%
20,364
+1,665
65
$1.28M 0.39%
32,620
+12,660
66
$1.27M 0.39%
15,275
+83
67
$1.26M 0.39%
97,830
68
$1.25M 0.39%
15,078
-424
69
$1.25M 0.38%
132,030
+3,495
70
$1.21M 0.37%
13,026
-179
71
$1.2M 0.37%
22,490
+1,721
72
$1.2M 0.37%
15,086
-267
73
$1.19M 0.37%
6,364
+850
74
$1.19M 0.37%
59,714
+25,162
75
$1.18M 0.37%
6,124
-211
1 2
3
4 5