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
$195M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1 +$2.08M
2 +$1.98M
3 +$1.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.18M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.15M

Sector Composition

1 Industrials 4.26%
2 Healthcare 4.03%
3 Communication Services 4.01%
4 Consumer Staples 3.85%
5 Technology 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$403K 0.21%
8,613
+1,233
127
$401K 0.21%
8,960
+202
128
$400K 0.21%
16,901
-14,309
129
$397K 0.2%
15,294
-127
130
$397K 0.2%
12,395
131
$397K 0.2%
6,127
-207
132
$395K 0.2%
7,049
-107
133
$392K 0.2%
2,774
+478
134
$391K 0.2%
47,200
+10,408
135
$388K 0.2%
7,030
-8,034
136
$387K 0.2%
4,869
-154
137
$381K 0.2%
2,981
+23
138
$375K 0.19%
16,770
-816
139
$371K 0.19%
9,100
-1,300
140
$369K 0.19%
+35
141
$366K 0.19%
3,873
-1,083
142
$363K 0.19%
+25,492
143
$361K 0.19%
19,292
-1,423
144
$356K 0.18%
4,083
-275
145
$352K 0.18%
3,269
+913
146
$350K 0.18%
6,135
+1,261
147
$343K 0.18%
4,509
148
$340K 0.17%
+2,540
149
$340K 0.17%
2,604
-198
150
$335K 0.17%
7,160
-58