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
$726M
AUM Growth
-$5.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$45.2M
2 +$10.4M
3 +$6.17M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.06M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.34M

Sector Composition

1 Technology 4.98%
2 Industrials 4.08%
3 Financials 3.08%
4 Consumer Discretionary 2.46%
5 Healthcare 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$2.39M 0.33%
45,245
+355
77
$2.38M 0.33%
36,515
-1,384
78
$2.38M 0.33%
57,695
+315
79
$2.38M 0.33%
16,351
+4
80
$2.36M 0.32%
435,120
-4,144
81
$2.36M 0.32%
6,002
+178
82
$2.35M 0.32%
15,105
+222
83
$2.33M 0.32%
26,294
+416
84
$2.27M 0.31%
8,607
-469
85
$2.2M 0.3%
11,315
+1,552
86
$2.17M 0.3%
56,249
+2,824
87
$2.12M 0.29%
34,439
-5,402
88
$2.11M 0.29%
26,870
+196
89
$2.1M 0.29%
14,820
-458
90
$2.06M 0.28%
67,836
+5,317
91
$2.05M 0.28%
71,332
+8,219
92
$2.04M 0.28%
58,343
-1,070
93
$1.97M 0.27%
82,180
-7,060
94
$1.96M 0.27%
82,050
+1,964
95
$1.95M 0.27%
44,920
+7,600
96
$1.94M 0.27%
8,253
-169
97
$1.9M 0.26%
+72,829
98
$1.88M 0.26%
47,288
-7,817
99
$1.87M 0.26%
19,636
-923
100
$1.84M 0.25%
13,973
-286