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
1301
-100
1302
-4,395
1303
-1,000
1304
-25,656
1305
-212
1306
-393
1307
-60
1308
-204
1309
-75
1310
-181
1311
-152
1312
-2,049
1313
-448
1314
-1,791
1315
-1,312
1316
-2,953
1317
-1,769
1318
-2,548
1319
-279
1320
-418
1321
-1,152
1322
-350
1323
-309
1324
-598
1325
-529