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
$593M
AUM Growth
+$79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$3.27M
3
+$2.52M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.38M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$2.26M

Top Sells

1
+$3.04M
2
+$2.35M
3
+$2.25M
4
GLD icon
SPDR Gold Trust
GLD
+$2.04M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$1.38M

Sector Composition

1 Technology 6.63%
2 Communication Services 4.24%
3 Consumer Discretionary 4.17%
4 Financials 3.73%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.06M 0.52%
188,744
+42,704
52
$3.01M 0.51%
13,262
+7,114
53
$2.94M 0.5%
34,054
-288
54
$2.85M 0.48%
39,026
+1,928
55
$2.85M 0.48%
11,083
+2,507
56
$2.82M 0.48%
99,996
+30,668
57
$2.82M 0.48%
35,201
+31,449
58
$2.8M 0.47%
73,617
+59,586
59
$2.76M 0.47%
30,061
+851
60
$2.73M 0.46%
26,400
+760
61
$2.73M 0.46%
32,711
-631
62
$2.68M 0.45%
12,030
+1,260
63
$2.67M 0.45%
11,800
+5,982
64
$2.65M 0.45%
18,340
-269
65
$2.62M 0.44%
16,399
-12,726
66
$2.61M 0.44%
21,441
+4,540
67
$2.53M 0.43%
158,262
+13,410
68
$2.45M 0.41%
35,352
-32,525
69
$2.43M 0.41%
47,537
+10,552
70
$2.4M 0.41%
23,589
-8,273
71
$2.4M 0.41%
23,300
+780
72
$2.28M 0.39%
23,181
+8,043
73
$2.25M 0.38%
13,667
-435
74
$2.23M 0.38%
10,778
+96
75
$2.21M 0.37%
180,856
+82,590
1 2
3
4 5