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
$283M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.77M
3
+$1.76M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.68M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.61M

Top Sells

1
+$2.01M
2
+$1.61M
3
+$789K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$695K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$633K

Sector Composition

1 Technology 5.94%
2 Industrials 5.21%
3 Communication Services 4.62%
4 Financials 4.5%
5 Healthcare 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$764K 0.27%
14,546
102
$746K 0.26%
9,584
+1,145
103
$733K 0.26%
10,383
+758
104
$717K 0.25%
25,252
+1,786
105
$715K 0.25%
15,144
106
$712K 0.25%
13,812
-3,092
107
$711K 0.25%
6,531
+4,448
108
$710K 0.25%
23,906
+136
109
$697K 0.25%
9,454
+1,512
110
$696K 0.25%
3,546
+60
111
$686K 0.24%
7,830
+626
112
$682K 0.24%
14,383
+3,102
113
$675K 0.24%
13,374
+2,127
114
$664K 0.24%
19,443
-393
115
$656K 0.23%
3,914
+588
116
$639K 0.23%
16,540
-220
117
$632K 0.22%
11,461
+509
118
$627K 0.22%
38,648
+6,600
119
$624K 0.22%
7,770
+114
120
$622K 0.22%
11,250
+2,025
121
$618K 0.22%
2,666
-110
122
$617K 0.22%
16,383
-567
123
$615K 0.22%
11,176
+1
124
$596K 0.21%
18,386
-11,550
125
$591K 0.21%
7,750
-161
3 4
5
6 7