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
$261M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Sells

1 +$7.2M
2 +$5.81M
3 +$5.38M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.26M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.28M

Sector Composition

1 Technology 6.53%
2 Industrials 5.76%
3 Communication Services 5.17%
4 Financials 4.92%
5 Healthcare 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$988K 0.38%
+27,923
77
$978K 0.38%
26,172
-1,293
78
$964K 0.37%
80,382
+33,216
79
$939K 0.36%
29,936
+6,487
80
$935K 0.36%
+10,079
81
$934K 0.36%
20,355
+7,871
82
$927K 0.36%
22,550
+7,655
83
$920K 0.35%
20,959
-153
84
$900K 0.35%
18,356
+1,091
85
$874K 0.34%
16,904
+3,045
86
$865K 0.33%
31,029
+8,403
87
$832K 0.32%
9,358
+513
88
$794K 0.3%
5,163
-46,799
89
$793K 0.3%
18,352
-141
90
$789K 0.3%
21,381
+911
91
$787K 0.3%
33,683
-187
92
$784K 0.3%
14,546
-894
93
$767K 0.29%
10,656
+3,374
94
$754K 0.29%
24,544
+6,448
95
$739K 0.28%
+33,178
96
$733K 0.28%
+24,952
97
$725K 0.28%
9,625
+545
98
$703K 0.27%
15,144
99
$697K 0.27%
23,770
+3,712
100
$672K 0.26%
8,439
+2,333