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

Top Sells

1
+$4.05M
2
+$3.14M
3
+$1.37M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$1.22M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.19M

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
1326
– –
-258
1327
– –
-1,400
1328
– –
-863
1329
– –
-9,359
1330
– –
-259
1331
– –
-104
1332
– –
-69
1333
– –
-1,614
1334
– –
-2,600
1335
– –
-777
1336
– –
-2,187
1337
– –
-43
1338
– –
-234
1339
– –
-366
1340
– –
-255
1341
– –
-2,850
1342
– –
-692
1343
– –
-552
1344
– –
-150
1345
– –
-2
1346
– –
-680
1347
– –
-1,844
1348
– –
-1,385
1349
– –
-99
1350
– –
-1,020
51 52 53
54
55