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
$324M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$8.33M
2
+$2.97M
3
+$1.81M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.73M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.68M

Top Sells

1
+$5.48M
2
+$1.75M
3
+$1.74M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.4M

Sector Composition

1 Industrials 5.44%
2 Technology 5.3%
3 Financials 4.86%
4 Healthcare 4.5%
5 Communication Services 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.17M 0.36%
9,407
-13,973
77
$1.17M 0.36%
11,157
+465
78
$1.16M 0.36%
12,304
+1,480
79
$1.16M 0.36%
162,752
-24,160
80
$1.15M 0.35%
10,158
-12,413
81
$1.14M 0.35%
8,568
+1,561
82
$1.13M 0.35%
33,275
+3,296
83
$1.13M 0.35%
18,510
+1,437
84
$1.11M 0.34%
13,755
+1,208
85
$1.1M 0.34%
14,148
+413
86
$1.1M 0.34%
+45,918
87
$1.1M 0.34%
3,723
-150
88
$1.07M 0.33%
10,546
+1,075
89
$1.05M 0.32%
2,964
-1,346
90
$1.05M 0.32%
41,674
+19,241
91
$1.04M 0.32%
9,488
+802
92
$1.04M 0.32%
18,841
+5,054
93
$1.03M 0.32%
10,613
+5,120
94
$991K 0.31%
33,712
-992
95
$991K 0.31%
17,664
+1,492
96
$989K 0.31%
37,204
+8,762
97
$980K 0.3%
34,338
-3,159
98
$979K 0.3%
25,125
-645
99
$970K 0.3%
27,630
-95
100
$969K 0.3%
19,485
+1,847
2 3
4
5 6