AFP
Ausdal Financial Partners Portfolio holdings
AUM
$1.5B
This Quarter Return
+6.7%
1 Year Return
+14%
3 Year Return
+42.62%
5 Year Return
+72.41%
10 Year Return
–
AUM
$593M
AUM Growth
+$593M
(+15%)
Cap. Flow
+$48.5M
Cap. Flow
% of AUM
8.19%
Top 10 Holdings %
Top 10 Hldgs %
17.53%
Holding
465
New
48
Increased
239
Reduced
143
Closed
18
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$15.9M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$3.27M |
| 3 |
First Trust Large Cap Core AlphaDEX Fund
FEX
|
$2.52M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.38M |
| 5 |
Invesco S&P SmallCap 600 Revenue ETF
RWJ
|
$2.26M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.04M |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.35M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.25M |
| 4 |
SPDR Gold Trust
GLD
|
$2.04M |
| 5 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$1.38M |
Sector Composition
| 1 | Technology | 6.67% |
| 2 | Communication Services | 4.24% |
| 3 | Consumer Discretionary | 4.17% |
| 4 | Financials | 3.73% |
| 5 | Industrials | 3.62% |
