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
$213M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$5.96M
3
+$2.23M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.22M
5
CAT icon
Caterpillar
CAT
+$1.19M

Top Sells

1
+$2.02M
2
+$1.72M
3
+$1.68M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.41M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.39M

Sector Composition

1 Industrials 5.07%
2 Financials 4.32%
3 Communication Services 4.23%
4 Technology 4.02%
5 Healthcare 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$564K 0.26%
15,098
-117
102
$555K 0.26%
11,071
+399
103
$555K 0.26%
18,014
+4,198
104
$552K 0.26%
23,749
+11,730
105
$551K 0.26%
21,769
-57
106
$537K 0.25%
5,300
+749
107
$536K 0.25%
6,500
-24,525
108
$533K 0.25%
23,642
-2,300
109
$524K 0.25%
4,676
+10
110
$522K 0.24%
+37,488
111
$520K 0.24%
3,911
-65
112
$517K 0.24%
8,702
+523
113
$511K 0.24%
18,336
+512
114
$488K 0.23%
8,767
+1,180
115
$477K 0.22%
3,261
+99
116
$473K 0.22%
6,599
-1,566
117
$471K 0.22%
8,158
+77
118
$466K 0.22%
38,390
+2,315
119
$466K 0.22%
11,411
-9,512
120
$462K 0.22%
7,334
121
$459K 0.22%
24,454
+480
122
$454K 0.21%
11,698
-174
123
$453K 0.21%
28,900
124
$451K 0.21%
6,139
+2
125
$450K 0.21%
19,548
-45
3 4
5
6 7