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
$634M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$45M
2
+$16.5M
3
+$5.48M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.49M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$4.08M

Top Sells

1
+$8.52M
2
+$7.04M
3
+$6.38M
4
IPO icon
Renaissance IPO ETF
IPO
+$6.13M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.91M

Sector Composition

1 Technology 5.3%
2 Industrials 3.21%
3 Financials 3.03%
4 Healthcare 2.54%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.04M 0.48%
9,904
-580
52
$3.01M 0.48%
21,011
+1,300
53
$2.86M 0.45%
21,147
+569
54
$2.85M 0.45%
34,086
+358
55
$2.83M 0.45%
200,838
-6,639
56
$2.79M 0.44%
27,159
-3,933
57
$2.65M 0.42%
37,102
+649
58
$2.64M 0.42%
14,857
+57
59
$2.62M 0.41%
16,934
-1,995
60
$2.61M 0.41%
9,838
-6,335
61
$2.61M 0.41%
32,616
+943
62
$2.55M 0.4%
14,194
+1,138
63
$2.52M 0.4%
64,888
-2,635
64
$2.52M 0.4%
102,414
-7,780
65
$2.43M 0.38%
62,020
+2,216
66
$2.39M 0.38%
8,944
-1,982
67
$2.24M 0.35%
23,372
+532
68
$2.23M 0.35%
39,089
-1,091
69
$2.22M 0.35%
83,870
-94,542
70
$2.19M 0.35%
106,723
+3,789
71
$2.17M 0.34%
39,262
-1,352
72
$2.16M 0.34%
33,038
-57
73
$2.16M 0.34%
16,984
-30,723
74
$2.16M 0.34%
9,361
+1,321
75
$2.09M 0.33%
21,841
+841
1 2
3
4 5