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
$688M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Sells

1 +$17.6M
2 +$7.86M
3 +$4.29M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.54M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.54M

Sector Composition

1 Technology 4.33%
2 Industrials 4.11%
3 Financials 3.14%
4 Healthcare 2.79%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3M 0.44%
59,239
-7,110
52
$2.95M 0.43%
19,413
-1,734
53
$2.89M 0.42%
192,228
-8,610
54
$2.89M 0.42%
29,011
-2,438
55
$2.85M 0.41%
25,860
+2,246
56
$2.77M 0.4%
31,677
+10,660
57
$2.74M 0.4%
62,553
+533
58
$2.74M 0.4%
52,988
-24,180
59
$2.74M 0.4%
38,113
+1,011
60
$2.68M 0.39%
53,571
+35,344
61
$2.64M 0.38%
62,075
+12,188
62
$2.64M 0.38%
31,380
-16,553
63
$2.58M 0.37%
8,350
-594
64
$2.57M 0.37%
28,973
-3,047
65
$2.56M 0.37%
15,117
-1,817
66
$2.56M 0.37%
41,296
+2,034
67
$2.51M 0.36%
9,521
+160
68
$2.42M 0.35%
17,131
+147
69
$2.42M 0.35%
34,260
+1,222
70
$2.4M 0.35%
97,514
-4,900
71
$2.39M 0.35%
37,554
-1,535
72
$2.31M 0.34%
12,606
-5,515
73
$2.31M 0.34%
24,132
+760
74
$2.28M 0.33%
25,378
-7,238
75
$2.25M 0.33%
6,401
+37