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
$213M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$5.96M
3
+$2.23M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.22M
5
CAT icon
Caterpillar
CAT
+$1.19M

Top Sells

1
+$2.02M
2
+$1.72M
3
+$1.68M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.41M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.39M

Sector Composition

1 Industrials 5.07%
2 Financials 4.32%
3 Communication Services 4.23%
4 Technology 4.02%
5 Healthcare 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$445K 0.21%
2,782
+154
127
$436K 0.2%
+11,908
128
$432K 0.2%
10,405
+1,524
129
$429K 0.2%
3,967
-3,647
130
$428K 0.2%
10,800
+40
131
$415K 0.19%
15,744
-744
132
$414K 0.19%
19,790
-1,200
133
$413K 0.19%
29,011
-23,372
134
$410K 0.19%
8,629
-100
135
$409K 0.19%
14,956
+1,344
136
$406K 0.19%
19,589
+1,811
137
$405K 0.19%
5,940
+60
138
$404K 0.19%
4,602
-880
139
$402K 0.19%
15,606
-3,054
140
$400K 0.19%
11,985
141
$399K 0.19%
11,400
142
$398K 0.19%
32,170
-1,500
143
$397K 0.19%
6,848
-25
144
$392K 0.18%
16,260
+240
145
$389K 0.18%
8,548
-152
146
$387K 0.18%
+12,321
147
$386K 0.18%
2,875
+41
148
$384K 0.18%
25,300
+9,250
149
$383K 0.18%
3,342
+73
150
$379K 0.18%
3,237
+952
4 5
6
7 8