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
$261M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Sells

1 +$7.2M
2 +$5.81M
3 +$5.38M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.26M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.28M

Sector Composition

1 Technology 6.53%
2 Industrials 5.76%
3 Communication Services 5.17%
4 Financials 4.92%
5 Healthcare 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$669K 0.26%
19,836
+787
102
$665K 0.26%
16,760
-980
103
$664K 0.25%
+17,220
104
$659K 0.25%
23,466
+218
105
$659K 0.25%
17,620
-16,872
106
$653K 0.25%
5,254
-23
107
$649K 0.25%
17,630
-140
108
$648K 0.25%
3,486
-240
109
$642K 0.25%
11,175
-160
110
$637K 0.24%
19,550
-14,160
111
$633K 0.24%
2,482
+899
112
$624K 0.24%
13,153
+695
113
$615K 0.24%
8,572
-97
114
$610K 0.23%
7,204
+920
115
$608K 0.23%
7,656
+4
116
$603K 0.23%
2,776
+466
117
$595K 0.23%
+7,942
118
$592K 0.23%
7,911
-4,860
119
$588K 0.23%
13,339
-165
120
$588K 0.23%
10,952
-1,030
121
$577K 0.22%
3,326
+1,171
122
$576K 0.22%
26,610
+1,269
123
$573K 0.22%
3,387
+188
124
$571K 0.22%
10,898
+679
125
$570K 0.22%
16,950
+4,733