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
$261M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.91M
3
+$1.75M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$1.51M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.4M

Top Sells

1
+$7.2M
2
+$5.81M
3
+$5.38M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.26M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.28M

Sector Composition

1 Technology 6.53%
2 Industrials 5.76%
3 Communication Services 5.17%
4 Financials 4.92%
5 Healthcare 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.54%
10,719
+1,246
52
$1.4M 0.54%
+5,156
53
$1.4M 0.54%
12,323
+3,288
54
$1.34M 0.52%
27,716
-32
55
$1.32M 0.51%
21,560
-400
56
$1.32M 0.51%
7,745
+212
57
$1.24M 0.47%
3,559
-9
58
$1.23M 0.47%
10,608
+434
59
$1.22M 0.47%
19,239
+2,827
60
$1.2M 0.46%
45,843
+10,902
61
$1.2M 0.46%
+38,462
62
$1.15M 0.44%
16,155
+3,713
63
$1.12M 0.43%
10,443
+1,625
64
$1.09M 0.42%
12,641
+578
65
$1.08M 0.42%
59,228
+6,656
66
$1.08M 0.41%
8,954
-1,413
67
$1.07M 0.41%
6,707
+222
68
$1.07M 0.41%
8,098
+469
69
$1.06M 0.41%
12,822
-292
70
$1.05M 0.4%
23,047
+1,013
71
$1.02M 0.39%
7,126
+448
72
$1.02M 0.39%
7,800
-365
73
$998K 0.38%
8,972
+3,543
74
$998K 0.38%
17,615
+185
75
$997K 0.38%
47,743
+6,331
1 2
3
4 5