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
$808M
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Sells

1 +$45.2M
2 +$10.4M
3 +$4.79M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.72M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.52M

Sector Composition

1 Technology 5.22%
2 Industrials 4.1%
3 Financials 3.33%
4 Consumer Discretionary 2.42%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3.43M 0.42%
24,364
-72
52
$3.41M 0.42%
80,929
+7,472
53
$3.4M 0.42%
599,316
+164,196
54
$3.38M 0.42%
34,180
-6,108
55
$3.38M 0.42%
58,230
+826
56
$3.24M 0.4%
28,996
+2,886
57
$3.18M 0.39%
53,280
+28,091
58
$3.16M 0.39%
22,654
+1,409
59
$3.14M 0.39%
32,618
-1,546
60
$3.09M 0.38%
6,492
-210
61
$3.07M 0.38%
43,697
+416
62
$3M 0.37%
8,408
+251
63
$2.96M 0.37%
13,858
+237
64
$2.94M 0.36%
15,360
-1,018
65
$2.87M 0.36%
34,291
+1,553
66
$2.87M 0.35%
16,331
-20
67
$2.85M 0.35%
34,749
+290
68
$2.82M 0.35%
149,763
-4,113
69
$2.8M 0.35%
107,272
-3,590
70
$2.79M 0.35%
24,397
+497
71
$2.76M 0.34%
49,861
-1,246
72
$2.75M 0.34%
45,517
+226
73
$2.72M 0.34%
58,380
+685
74
$2.68M 0.33%
47,537
+2,292
75
$2.63M 0.33%
6,014
+12