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
$222M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.27M
3
+$1.46M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$838K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$794K

Top Sells

1
+$4.54M
2
+$4.31M
3
+$3.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.04M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.77M

Sector Composition

1 Industrials 5.6%
2 Financials 4.74%
3 Technology 4.7%
4 Communication Services 4.5%
5 Healthcare 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$763K 0.34%
8,830
-9,914
77
$748K 0.34%
29,654
-960
78
$737K 0.33%
13,249
-438
79
$734K 0.33%
23,143
-150
80
$732K 0.33%
17,267
-479
81
$728K 0.33%
23,142
-668
82
$727K 0.33%
9,122
+5,089
83
$710K 0.32%
5,046
-701
84
$707K 0.32%
19,611
+391
85
$706K 0.32%
13,673
-428
86
$705K 0.32%
9,504
+446
87
$703K 0.32%
15,823
-94
88
$691K 0.31%
7,478
+141
89
$687K 0.31%
23,397
+1,739
90
$672K 0.3%
12,438
-209
91
$654K 0.29%
5,416
-1,790
92
$646K 0.29%
27,225
+3,476
93
$632K 0.28%
15,240
+360
94
$613K 0.28%
15,016
-82
95
$604K 0.27%
8,122
+2,797
96
$600K 0.27%
+25,341
97
$596K 0.27%
23,235
+1,466
98
$581K 0.26%
17,897
-117
99
$580K 0.26%
21,024
-3,541
100
$574K 0.26%
3,496
+235
2 3
4
5 6