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
$195M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.98M
3
+$1.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.18M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.15M

Top Sells

1
+$6.73M
2
+$650K
3
+$613K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$443K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$408K

Sector Composition

1 Industrials 4.26%
2 Healthcare 4.03%
3 Communication Services 4.01%
4 Consumer Staples 3.85%
5 Technology 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$740K 0.38%
8,672
-7,186
77
$727K 0.37%
10,609
+59
78
$709K 0.36%
28,112
-2,316
79
$705K 0.36%
7,203
-2,276
80
$699K 0.36%
22,187
+77
81
$678K 0.35%
6,470
+135
82
$677K 0.35%
15,023
+138
83
$657K 0.34%
20,016
-1,434
84
$649K 0.33%
16,521
+4,508
85
$647K 0.33%
21,643
+4,632
86
$622K 0.32%
4,284
+68
87
$606K 0.31%
7,218
+872
88
$602K 0.31%
35,470
+253
89
$592K 0.3%
14,012
-644
90
$584K 0.3%
10,054
+1,406
91
$575K 0.3%
4,640
-84
92
$568K 0.29%
3,923
-176
93
$566K 0.29%
42,641
+3,905
94
$558K 0.29%
15,765
-190,275
95
$544K 0.28%
12,417
+2
96
$524K 0.27%
7,801
+261
97
$517K 0.27%
8,318
-381
98
$511K 0.26%
6,945
+136
99
$508K 0.26%
+33,309
100
$500K 0.26%
5,136
-47
2 3
4
5 6