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
$936M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$4.65M
3
+$3.48M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.34M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$2.36M

Top Sells

1
+$3.25M
2
+$2.79M
3
+$2.52M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$1.21M
5
BND icon
Vanguard Total Bond Market
BND
+$999K

Sector Composition

1 Technology 6.07%
2 Industrials 3.76%
3 Financials 2.69%
4 Consumer Discretionary 1.99%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.13M 0.23%
8,360
+598
102
$2.05M 0.22%
53,046
+2,772
103
$2.04M 0.22%
71,930
-10,533
104
$2.03M 0.22%
19,383
-1,137
105
$2.02M 0.22%
29,796
+609
106
$2.01M 0.21%
27,580
-4,010
107
$1.99M 0.21%
38,678
+355
108
$1.97M 0.21%
22,334
-1,871
109
$1.96M 0.21%
151,329
-27,188
110
$1.9M 0.2%
6,059
-98
111
$1.86M 0.2%
6,980
-527
112
$1.84M 0.2%
10,646
+106
113
$1.83M 0.2%
33,502
-1,232
114
$1.79M 0.19%
4,903
-33
115
$1.78M 0.19%
8,801
-226
116
$1.73M 0.18%
19,282
+1,199
117
$1.72M 0.18%
24,803
+105
118
$1.7M 0.18%
34,148
-3,572
119
$1.69M 0.18%
29,888
+2,638
120
$1.65M 0.18%
+22,792
121
$1.65M 0.18%
6,589
+1,744
122
$1.65M 0.18%
9,980
+441
123
$1.62M 0.17%
93,703
+28
124
$1.62M 0.17%
36,775
-8,145
125
$1.62M 0.17%
21,586
-1,520
3 4
5
6 7