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
$355M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$4.71M
3
+$3.74M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$3.62M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.92M

Top Sells

1
+$9.7M
2
+$5.47M
3
+$2.25M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$2.01M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.35M

Sector Composition

1 Technology 6.33%
2 Industrials 5.67%
3 Healthcare 4.91%
4 Financials 4.85%
5 Communication Services 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.47%
40,860
-236,626
52
$1.67M 0.47%
44,970
-22,723
53
$1.65M 0.46%
10,944
-545
54
$1.63M 0.46%
41,131
+2,489
55
$1.62M 0.46%
9,874
-118
56
$1.6M 0.45%
36,048
-464
57
$1.59M 0.45%
4,290
-130
58
$1.57M 0.44%
81,342
+6,783
59
$1.56M 0.44%
7,274
+910
60
$1.53M 0.43%
+25,341
61
$1.52M 0.43%
28,571
-721
62
$1.42M 0.4%
16,711
+1,633
63
$1.42M 0.4%
80,286
-3,477
64
$1.41M 0.4%
12,535
-1,381
65
$1.41M 0.4%
14,155
-98
66
$1.39M 0.39%
85,746
+1,808
67
$1.38M 0.39%
13,688
+1,384
68
$1.36M 0.38%
18,528
+18
69
$1.35M 0.38%
36,020
+3,400
70
$1.34M 0.38%
23,557
+1,067
71
$1.33M 0.37%
14,390
+5,150
72
$1.31M 0.37%
21,940
+9,980
73
$1.3M 0.37%
20,907
+543
74
$1.28M 0.36%
11,389
+3,785
75
$1.27M 0.36%
13,002
-24
1 2
3
4 5