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
$808M
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Sells

1 +$45.2M
2 +$10.4M
3 +$4.79M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.72M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.52M

Sector Composition

1 Technology 5.22%
2 Industrials 4.1%
3 Financials 3.33%
4 Consumer Discretionary 2.42%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.94M 0.24%
77,860
-4,320
102
$1.92M 0.24%
5,422
+135
103
$1.89M 0.23%
3,248
+176
104
$1.87M 0.23%
7,471
-782
105
$1.85M 0.23%
35,854
-2,837
106
$1.84M 0.23%
37,351
+4,217
107
$1.81M 0.22%
11,080
+275
108
$1.81M 0.22%
66,040
-5,292
109
$1.78M 0.22%
48,769
+1,007
110
$1.72M 0.21%
47,524
+44
111
$1.66M 0.21%
49,190
+29,086
112
$1.66M 0.21%
127,250
-11,091
113
$1.64M 0.2%
9,635
+33
114
$1.63M 0.2%
81,767
+20,649
115
$1.6M 0.2%
66,196
-152
116
$1.57M 0.19%
29,892
+2,520
117
$1.56M 0.19%
22,298
118
$1.56M 0.19%
9,934
-343
119
$1.54M 0.19%
28,575
-1,287
120
$1.53M 0.19%
5,914
-61
121
$1.53M 0.19%
91,221
-4,014
122
$1.52M 0.19%
28,176
+326
123
$1.51M 0.19%
10,106
-110
124
$1.5M 0.19%
4,923
-35
125
$1.5M 0.19%
32,488
+1,374