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
$283M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.77M
3
+$1.76M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.68M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.61M

Top Sells

1
+$2.01M
2
+$1.61M
3
+$789K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$695K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$633K

Sector Composition

1 Technology 5.94%
2 Industrials 5.21%
3 Communication Services 4.62%
4 Financials 4.5%
5 Healthcare 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.53%
79,431
+1,203
52
$1.5M 0.53%
18,563
+15,844
53
$1.48M 0.52%
10,361
-1,122
54
$1.48M 0.52%
78,078
+897
55
$1.42M 0.5%
39,888
+11,965
56
$1.41M 0.5%
45,518
+7,056
57
$1.39M 0.49%
10,714
-5
58
$1.38M 0.49%
22,540
+980
59
$1.35M 0.48%
+54,489
60
$1.32M 0.47%
3,476
-83
61
$1.3M 0.46%
7,738
-7
62
$1.29M 0.46%
11,736
+1,293
63
$1.29M 0.46%
28,313
+7,958
64
$1.24M 0.44%
30,880
-3,519
65
$1.24M 0.44%
46,558
+715
66
$1.22M 0.43%
12,862
+2,783
67
$1.22M 0.43%
29,639
+16,586
68
$1.2M 0.43%
10,634
+1,662
69
$1.18M 0.42%
16,421
+266
70
$1.17M 0.41%
12,688
-6,851
71
$1.17M 0.41%
28,540
+824
72
$1.17M 0.41%
9,899
-709
73
$1.14M 0.4%
30,073
+20,797
74
$1.11M 0.39%
8,931
-23
75
$1.09M 0.39%
23,762
+715
1 2
3
4 5