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
$324M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$8.33M
2
+$2.97M
3
+$1.81M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.73M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.68M

Top Sells

1
+$5.48M
2
+$1.75M
3
+$1.74M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.4M

Sector Composition

1 Industrials 5.44%
2 Technology 5.3%
3 Financials 4.86%
4 Healthcare 4.5%
5 Communication Services 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$969K 0.3%
8,903
+664
102
$968K 0.3%
35,254
+326
103
$966K 0.3%
13,293
+785
104
$952K 0.29%
8,729
+3,245
105
$946K 0.29%
14,970
+2,221
106
$943K 0.29%
34,972
+5,154
107
$913K 0.28%
49,640
+11,872
108
$911K 0.28%
+36,980
109
$907K 0.28%
24,172
-50
110
$902K 0.28%
7,604
-6,424
111
$894K 0.28%
25,971
+3,781
112
$889K 0.27%
14,217
+1,139
113
$879K 0.27%
10,527
+531
114
$858K 0.26%
17,565
+2,726
115
$846K 0.26%
57,823
+2,490
116
$843K 0.26%
5,150
+568
117
$843K 0.26%
18,859
-53
118
$837K 0.26%
9,240
+2,055
119
$834K 0.26%
23,168
-840
120
$827K 0.26%
19,301
-86
121
$827K 0.26%
10,886
+1,518
122
$826K 0.26%
18,617
+265
123
$821K 0.25%
29,113
+2,679
124
$821K 0.25%
4,424
-669
125
$812K 0.25%
18,934
-35,376
3 4
5
6 7