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
$176M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,358
New
Increased
Reduced
Closed

Top Buys

1 +$6.62M
2 +$6.32M
3 +$2.53M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.89M
5
IAU icon
iShares Gold Trust
IAU
+$1.24M

Sector Composition

1 Technology 4.47%
2 Communication Services 4.41%
3 Industrials 4.23%
4 Consumer Staples 3.8%
5 Healthcare 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
-732
1227
-2,000
1228
-937
1229
-36
1230
-1,500
1231
-77
1232
-35
1233
-1,232
1234
-2,800
1235
-684
1236
-1,962
1237
-23
1238
-700
1239
-500
1240
-190
1241
-1,283
1242
-100
1243
-1,000
1244
-448
1245
-101
1246
-1,825
1247
-2,235
1248
-25
1249
-250
1250
-206