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
$688M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Sells

1 +$17.6M
2 +$7.86M
3 +$4.29M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.54M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.54M

Sector Composition

1 Technology 4.33%
2 Industrials 4.11%
3 Financials 3.14%
4 Healthcare 2.79%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$2.23M 0.32%
109,012
+2,289
77
$2.23M 0.32%
12,599
+542
78
$2.17M 0.32%
21,113
+2,122
79
$2.17M 0.31%
35,895
+4,232
80
$2.16M 0.31%
49,252
-15,636
81
$2.16M 0.31%
+40,620
82
$2.13M 0.31%
20,176
-6,983
83
$2.1M 0.31%
56,835
+2,929
84
$2.04M 0.3%
8,206
+204
85
$2.01M 0.29%
25,857
+1,290
86
$1.97M 0.29%
20,779
+7,109
87
$1.95M 0.28%
+38,849
88
$1.93M 0.28%
21,926
+85
89
$1.91M 0.28%
20,984
-1,182
90
$1.89M 0.28%
48,701
-5,213
91
$1.87M 0.27%
54,188
+7,120
92
$1.85M 0.27%
+36,630
93
$1.81M 0.26%
98,546
-5,605
94
$1.81M 0.26%
60,646
+3,259
95
$1.8M 0.26%
10,047
-542
96
$1.75M 0.25%
16,664
-1,882
97
$1.73M 0.25%
9,103
-90
98
$1.69M 0.25%
12,018
-514
99
$1.67M 0.24%
14,690
-3,056
100
$1.66M 0.24%
141,852
+6,054