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
$688M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Sells

1 +$17.6M
2 +$7.86M
3 +$4.29M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.54M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.54M

Sector Composition

1 Technology 4.33%
2 Industrials 4.11%
3 Financials 3.14%
4 Healthcare 2.79%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.64M 0.24%
48,719
+16,482
102
$1.63M 0.24%
10,772
+645
103
$1.62M 0.24%
11,988
+3,149
104
$1.59M 0.23%
65,834
+8,424
105
$1.57M 0.23%
29,836
+469
106
$1.56M 0.23%
43,641
+1,195
107
$1.56M 0.23%
+14,793
108
$1.56M 0.23%
105,334
+40,085
109
$1.54M 0.22%
118,974
+4,199
110
$1.53M 0.22%
57,868
+250
111
$1.49M 0.22%
37,785
+1,148
112
$1.48M 0.22%
84,515
-3,211
113
$1.48M 0.21%
36,073
+5,189
114
$1.47M 0.21%
+22,596
115
$1.46M 0.21%
+29,080
116
$1.46M 0.21%
8,060
+113
117
$1.43M 0.21%
60,306
+16,203
118
$1.43M 0.21%
60,237
-6,889
119
$1.39M 0.2%
43,666
-2,907
120
$1.39M 0.2%
79,368
+59
121
$1.38M 0.2%
56,791
-3,322
122
$1.35M 0.2%
26,960
-1,393
123
$1.31M 0.19%
27,488
+1,644
124
$1.31M 0.19%
26,111
-49,311
125
$1.3M 0.19%
4,104
-324