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
$726M
AUM Growth
-$5.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$45.2M
2 +$10.4M
3 +$6.17M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.06M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.34M

Sector Composition

1 Technology 4.98%
2 Industrials 4.08%
3 Financials 3.08%
4 Consumer Discretionary 2.46%
5 Healthcare 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3.27M 0.45%
55,693
-4,048
52
$3.26M 0.45%
15,339
+12
53
$3.22M 0.44%
24,436
+243
54
$3.2M 0.44%
45,868
+515
55
$3.13M 0.43%
34,164
-1,157
56
$3.07M 0.42%
57,404
+460
57
$2.98M 0.41%
68,041
+663
58
$2.96M 0.41%
32,738
+1,573
59
$2.87M 0.39%
6,702
-1,119
60
$2.86M 0.39%
8,157
+46
61
$2.81M 0.39%
16,378
-195
62
$2.8M 0.39%
110,862
-10,556
63
$2.79M 0.38%
34,459
-3,847
64
$2.78M 0.38%
21,245
-605
65
$2.75M 0.38%
43,281
+2,734
66
$2.74M 0.38%
23,294
-883
67
$2.71M 0.37%
73,457
-61
68
$2.7M 0.37%
26,110
-766
69
$2.6M 0.36%
153,876
+6,294
70
$2.58M 0.35%
13,621
+41
71
$2.57M 0.35%
52,543
-4,200
72
$2.55M 0.35%
51,107
+42,551
73
$2.52M 0.35%
45,291
+1,615
74
$2.51M 0.35%
23,900
+131
75
$2.48M 0.34%
49,374
+15,415