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
$936M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$4.65M
3
+$3.48M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.34M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$2.36M

Top Sells

1
+$3.25M
2
+$2.79M
3
+$2.52M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$1.21M
5
BND icon
Vanguard Total Bond Market
BND
+$999K

Sector Composition

1 Technology 6.07%
2 Industrials 3.76%
3 Financials 2.69%
4 Consumer Discretionary 1.99%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.95M 0.31%
48,210
-5,064
77
$2.86M 0.31%
48,307
+2,489
78
$2.84M 0.3%
3,142
-135
79
$2.8M 0.3%
51,370
+37,041
80
$2.73M 0.29%
43,913
-3,255
81
$2.73M 0.29%
33,408
-39,819
82
$2.7M 0.29%
192,250
+33,355
83
$2.68M 0.29%
72,369
+1,410
84
$2.66M 0.28%
10,802
+177
85
$2.65M 0.28%
80,421
+7,853
86
$2.59M 0.28%
58,997
+1,610
87
$2.57M 0.27%
15,639
-1,454
88
$2.53M 0.27%
97,112
-5,014
89
$2.51M 0.27%
49,180
-4,591
90
$2.51M 0.27%
55,877
+18,855
91
$2.48M 0.27%
14,542
+3,688
92
$2.45M 0.26%
33,960
-13,863
93
$2.44M 0.26%
82,070
-215
94
$2.41M 0.26%
90,685
+970
95
$2.36M 0.25%
4,690
-647
96
$2.36M 0.25%
+26,167
97
$2.23M 0.24%
106,245
-795
98
$2.23M 0.24%
2,618
+321
99
$2.18M 0.23%
89,526
+7,616
100
$2.14M 0.23%
49,164
+2,127
2 3
4
5 6