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
$936M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$4.65M
3
+$3.48M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.34M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$2.36M

Top Sells

1
+$3.25M
2
+$2.79M
3
+$2.52M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$1.21M
5
BND icon
Vanguard Total Bond Market
BND
+$999K

Sector Composition

1 Technology 6.07%
2 Industrials 3.76%
3 Financials 2.69%
4 Consumer Discretionary 1.99%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.82M 0.41%
181,631
+7,845
52
$3.75M 0.4%
7,493
+1,092
53
$3.74M 0.4%
17,160
+2,837
54
$3.73M 0.4%
30,252
-3,771
55
$3.72M 0.4%
72,431
-594
56
$3.72M 0.4%
6,828
+81
57
$3.65M 0.39%
46,776
+1,202
58
$3.62M 0.39%
169,092
+3,783
59
$3.58M 0.38%
59,380
-404
60
$3.57M 0.38%
30,078
+567
61
$3.53M 0.38%
16,402
+1,325
62
$3.5M 0.37%
36,372
-3,569
63
$3.48M 0.37%
+139,232
64
$3.47M 0.37%
8,537
+151
65
$3.45M 0.37%
9,227
-261
66
$3.34M 0.36%
51,372
-1,751
67
$3.32M 0.36%
12,748
+108
68
$3.29M 0.35%
18,028
+653
69
$3.22M 0.34%
91,780
+14,433
70
$3.2M 0.34%
16,184
-216
71
$3.19M 0.34%
13,906
+1,903
72
$3.14M 0.34%
27,278
+3,225
73
$3.06M 0.33%
169,469
-8,550
74
$3.02M 0.32%
25,556
+1,348
75
$2.97M 0.32%
71,554
-9,971
1 2
3
4 5