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
$222M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.27M
3
+$1.46M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$838K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$794K

Top Sells

1
+$4.54M
2
+$4.31M
3
+$3.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.04M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.77M

Sector Composition

1 Industrials 5.6%
2 Financials 4.74%
3 Technology 4.7%
4 Communication Services 4.5%
5 Healthcare 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$570K 0.26%
18,949
-1,787
102
$570K 0.26%
+7,545
103
$563K 0.25%
19,960
+5,004
104
$552K 0.25%
23,379
-263
105
$547K 0.25%
3,911
106
$544K 0.24%
9,093
+391
107
$535K 0.24%
10,736
-335
108
$532K 0.24%
4,506
-380
109
$528K 0.24%
6,395
-105
110
$526K 0.24%
4,573
-103
111
$506K 0.23%
7,446
+847
112
$504K 0.23%
4,274
+1,037
113
$502K 0.23%
8,060
-98
114
$495K 0.22%
4,590
-12
115
$495K 0.22%
6,158
+19
116
$492K 0.22%
21,035
+16,878
117
$485K 0.22%
8,405
-362
118
$485K 0.22%
25,795
+1,341
119
$483K 0.22%
7,601
+267
120
$472K 0.21%
11,281
-417
121
$471K 0.21%
11,402
+2
122
$462K 0.21%
+14,202
123
$460K 0.21%
10,860
+60
124
$459K 0.21%
13,572
-6,076
125
$458K 0.21%
4,398
-902
3 4
5
6 7