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
$337M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$7.72M
3
+$4.48M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.71M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.5M

Top Sells

1
+$8.2M
2
+$4.06M
3
+$1.87M
4
QDF icon
FlexShares Quality Dividend Index Fund
QDF
+$1.29M
5
AAPL icon
Apple
AAPL
+$998K

Sector Composition

1 Technology 5.98%
2 Industrials 4.73%
3 Financials 4.57%
4 Communication Services 4.24%
5 Healthcare 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.7M 0.5%
18,067
+319
52
$1.65M 0.49%
10,960
+246
53
$1.65M 0.49%
15,071
-1,690
54
$1.62M 0.48%
11,193
+832
55
$1.61M 0.48%
87,500
+845
56
$1.54M 0.46%
21,160
-1,380
57
$1.5M 0.44%
29,909
+1,369
58
$1.49M 0.44%
55,656
+9,098
59
$1.49M 0.44%
74,940
-3,138
60
$1.48M 0.44%
4,592
+1,116
61
$1.47M 0.44%
40,083
+195
62
$1.47M 0.43%
9,120
-1,615
63
$1.46M 0.43%
33,688
+2,808
64
$1.45M 0.43%
10,835
+936
65
$1.43M 0.42%
45,518
66
$1.43M 0.42%
8,583
+3,349
67
$1.41M 0.42%
20,886
-2,525
68
$1.36M 0.4%
7,553
-185
69
$1.35M 0.4%
19,587
+12,602
70
$1.29M 0.38%
13,221
+359
71
$1.29M 0.38%
15,158
+2,398
72
$1.29M 0.38%
12,585
-103
73
$1.27M 0.38%
17,058
+637
74
$1.27M 0.38%
50,769
-3,720
75
$1.26M 0.37%
24,914
-80,633
1 2
3
4 5