AFP
Ausdal Financial Partners Portfolio holdings
AUM
$1.5B
1-Year Return
14%
This Quarter Return
+3.41%
1 Year Return
+14%
3 Year Return
+42.62%
5 Year Return
+72.41%
10 Year Return
–
AUM
$176M
AUM Growth
-$21.7M
(-11%)
Cap. Flow
-$24.6M
Cap. Flow
% of AUM
-13.98%
Top 10 Holdings %
Top 10 Hldgs %
27.28%
Holding
1,358
New
2
Increased
123
Reduced
85
Closed
1,121
Top Buys
| 1 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
+$6.62M |
| 2 |
iShares MSCI ACWI ex US ETF
ACWX
|
+$6.32M |
| 3 |
VanEck Gold Miners ETF
GDX
|
+$2.53M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$1.89M |
| 5 |
iShares Gold Trust
IAU
|
+$1.24M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$4.05M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$3.14M |
| 3 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
+$1.37M |
| 4 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
+$1.22M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.19M |
Sector Composition
| 1 | Technology | 4.47% |
| 2 | Communication Services | 4.41% |
| 3 | Industrials | 4.23% |
| 4 | Consumer Staples | 3.8% |
| 5 | Healthcare | 3.77% |
