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
$222M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.27M
3
+$1.46M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$838K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$794K

Top Sells

1
+$4.54M
2
+$4.31M
3
+$3.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.04M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.77M

Sector Composition

1 Industrials 5.6%
2 Financials 4.74%
3 Technology 4.7%
4 Communication Services 4.5%
5 Healthcare 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$458K 0.21%
12,194
+286
127
$449K 0.2%
30,270
+1,370
128
$446K 0.2%
2,717
-65
129
$443K 0.2%
29,970
-2,200
130
$442K 0.2%
15,532
-212
131
$435K 0.2%
9,158
+529
132
$435K 0.2%
16,200
+7,116
133
$429K 0.19%
3,953
-14
134
$426K 0.19%
11,925
-60
135
$426K 0.19%
2,903
+28
136
$424K 0.19%
36,401
-1,989
137
$423K 0.19%
3,223
+255
138
$413K 0.19%
17,181
-2,367
139
$408K 0.18%
2,547
+808
140
$406K 0.18%
10,801
+763
141
$402K 0.18%
10,438
+33
142
$402K 0.18%
18,790
-1,000
143
$401K 0.18%
15,720
-540
144
$401K 0.18%
+17,010
145
$399K 0.18%
16,558
+5,921
146
$397K 0.18%
12,935
+6,222
147
$397K 0.18%
2,579
+300
148
$394K 0.18%
28,100
+2,800
149
$394K 0.18%
7,580
+3,458
150
$392K 0.18%
6,217
+335
4 5
6
7 8