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
-$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$7.2M
3
+$6.69M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.93M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.72M

Top Sells

1
+$12.7M
2
+$5.85M
3
+$5.18M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$4.11M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$2.56M

Sector Composition

1 Technology 6.82%
2 Communication Services 5.04%
3 Industrials 4.31%
4 Healthcare 4.08%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.51%
+36,447
52
$1.38M 0.49%
13,991
-1,080
53
$1.36M 0.48%
9,634
+1,051
54
$1.35M 0.48%
21,792
+4,734
55
$1.34M 0.47%
15,795
-14,662
56
$1.34M 0.47%
21,220
+60
57
$1.33M 0.47%
53,774
-68,111
58
$1.3M 0.46%
20,422
+4,643
59
$1.3M 0.46%
25,207
+4,211
60
$1.29M 0.46%
22,496
+7,207
61
$1.29M 0.46%
64,213
+19,116
62
$1.25M 0.44%
10,344
+636
63
$1.24M 0.44%
40,492
+9,640
64
$1.23M 0.43%
58,432
+11,415
65
$1.23M 0.43%
77,019
+2,079
66
$1.22M 0.43%
42,149
+26,935
67
$1.19M 0.42%
58,928
+1,270
68
$1.12M 0.4%
25,959
-2,196
69
$1.11M 0.39%
38,034
+5,308
70
$1.09M 0.38%
86,868
-632
71
$1.06M 0.38%
7,912
-23
72
$1.06M 0.37%
24,590
+146
73
$1.01M 0.36%
+12,577
74
$1.01M 0.36%
11,022
+187
75
$991K 0.35%
16,751
+3,805
1 2
3
4 5