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
$213M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$5.96M
3
+$2.23M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.22M
5
CAT icon
Caterpillar
CAT
+$1.19M

Top Sells

1
+$2.02M
2
+$1.72M
3
+$1.68M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.41M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.39M

Sector Composition

1 Industrials 5.07%
2 Financials 4.32%
3 Communication Services 4.23%
4 Technology 4.02%
5 Healthcare 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$754K 0.35%
13,687
-330
77
$738K 0.35%
4,530
+639
78
$731K 0.34%
55,916
+1,525
79
$730K 0.34%
23,293
-1,227
80
$720K 0.34%
17,746
-50
81
$701K 0.33%
7,337
-258
82
$697K 0.33%
19,220
+129
83
$693K 0.32%
23,810
+325
84
$688K 0.32%
14,101
-846
85
$680K 0.32%
9,743
-654
86
$676K 0.32%
4,760
+2,446
87
$664K 0.31%
20,736
-1,087
88
$664K 0.31%
24,565
-537
89
$658K 0.31%
9,058
+98
90
$649K 0.3%
12,647
+3,673
91
$649K 0.3%
2,595
+30
92
$636K 0.3%
40,667
+2,625
93
$630K 0.3%
21,658
+202
94
$616K 0.29%
16,420
+2,200
95
$611K 0.29%
15,917
-741
96
$601K 0.28%
5,076
+2,206
97
$591K 0.28%
19,648
+312
98
$581K 0.27%
4,886
-496
99
$578K 0.27%
9,895
-1,326
100
$574K 0.27%
14,880
-40
2 3
4
5 6