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
$324M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$8.33M
2
+$2.97M
3
+$1.81M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.73M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.68M

Top Sells

1
+$5.48M
2
+$1.75M
3
+$1.74M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.4M

Sector Composition

1 Industrials 5.44%
2 Technology 5.3%
3 Financials 4.86%
4 Healthcare 4.5%
5 Communication Services 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$808K 0.25%
12,386
+896
127
$803K 0.25%
4,117
+938
128
$793K 0.24%
11,843
+3,705
129
$792K 0.24%
10,408
+1,347
130
$790K 0.24%
7,877
+140
131
$772K 0.24%
25,410
+2,098
132
$762K 0.24%
15,760
+3,312
133
$756K 0.23%
9,684
+126
134
$749K 0.23%
30,116
+1,510
135
$746K 0.23%
41,680
136
$732K 0.23%
14,989
-1
137
$732K 0.23%
11,747
-1,840
138
$715K 0.22%
11,917
+1,737
139
$705K 0.22%
12,660
+992
140
$699K 0.22%
17,036
-4,224
141
$688K 0.21%
26,147
142
$685K 0.21%
23,133
-76
143
$685K 0.21%
3,710
-278
144
$679K 0.21%
15,477
+4,919
145
$670K 0.21%
19,064
+89
146
$667K 0.21%
11,960
+20
147
$661K 0.2%
6,216
+763
148
$655K 0.2%
7,853
-706
149
$645K 0.2%
46,376
-31,192
150
$645K 0.2%
25,341
4 5
6
7 8