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
$1.16B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
596
New
Increased
Reduced
Closed

Top Buys

1 +$57.5M
2 +$22.7M
3 +$16.1M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$12.1M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$11.6M

Sector Composition

1 Technology 7.95%
2 Industrials 4.46%
3 Financials 3.25%
4 Consumer Discretionary 2.84%
5 Communication Services 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$2.85M 0.25%
11,769
-1,305
102
$2.77M 0.24%
104,068
+7,269
103
$2.75M 0.24%
12,519
+1,829
104
$2.66M 0.23%
60,974
-17,291
105
$2.65M 0.23%
32,371
-162
106
$2.56M 0.22%
35,591
-23,777
107
$2.56M 0.22%
32,542
+13,034
108
$2.4M 0.21%
81,004
+24,723
109
$2.4M 0.21%
13,924
+7,544
110
$2.39M 0.21%
92,361
-1,369
111
$2.35M 0.2%
181,093
-70,692
112
$2.34M 0.2%
80,253
-570
113
$2.34M 0.2%
10,845
-1
114
$2.33M 0.2%
20,062
+2,307
115
$2.31M 0.2%
12,964
+1,770
116
$2.3M 0.2%
29,568
-188
117
$2.28M 0.2%
99,968
+18,653
118
$2.24M 0.19%
5,571
+213
119
$2.22M 0.19%
24,300
-181,826
120
$2.2M 0.19%
43,123
+184
121
$2.16M 0.19%
53,319
+2,874
122
$2.15M 0.19%
36,401
+427
123
$2.12M 0.18%
5,638
+989
124
$2.08M 0.18%
+19,561
125
$2.08M 0.18%
48,392
+13,616