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
$726M
AUM Growth
-$5.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$45.2M
2 +$10.4M
3 +$6.17M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.06M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.34M

Sector Composition

1 Technology 4.98%
2 Industrials 4.08%
3 Financials 3.08%
4 Consumer Discretionary 2.46%
5 Healthcare 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.81M 0.25%
12,453
+28
102
$1.78M 0.24%
38,691
-4,556
103
$1.75M 0.24%
138,341
+38,086
104
$1.72M 0.24%
10,216
+216
105
$1.72M 0.24%
13,110
+267
106
$1.66M 0.23%
47,762
+3,458
107
$1.66M 0.23%
10,503
+36
108
$1.65M 0.23%
3,072
-86
109
$1.65M 0.23%
8,607
+617
110
$1.65M 0.23%
99,048
+12,870
111
$1.61M 0.22%
47,480
+82
112
$1.6M 0.22%
10,277
-1,495
113
$1.59M 0.22%
66,348
-4,646
114
$1.59M 0.22%
5,287
-495
115
$1.58M 0.22%
26,783
-1,110
116
$1.52M 0.21%
10,805
+414
117
$1.51M 0.21%
33,351
+3,470
118
$1.5M 0.21%
25,189
-5,476
119
$1.48M 0.2%
27,638
-326
120
$1.48M 0.2%
33,134
+5,869
121
$1.46M 0.2%
27,372
+1,644
122
$1.46M 0.2%
22,298
123
$1.45M 0.2%
29,862
+15
124
$1.43M 0.2%
95,235
+14,208
125
$1.41M 0.19%
94,421
+1,155