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
$261M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Sells

1 +$7.2M
2 +$5.81M
3 +$5.38M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.26M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.28M

Sector Composition

1 Technology 6.53%
2 Industrials 5.76%
3 Communication Services 5.17%
4 Financials 4.92%
5 Healthcare 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$568K 0.22%
32,048
+7,025
127
$561K 0.22%
6,038
-92
128
$556K 0.21%
3,193
+290
129
$553K 0.21%
+15,859
130
$548K 0.21%
8,512
+1,562
131
$546K 0.21%
11,247
-2,892
132
$542K 0.21%
10,096
+967
133
$536K 0.21%
+11,281
134
$532K 0.2%
17,764
+3,900
135
$529K 0.2%
6,093
-1,508
136
$525K 0.2%
19,331
-5,237
137
$516K 0.2%
8,228
+251
138
$515K 0.2%
+26,220
139
$513K 0.2%
17,460
+1,204
140
$511K 0.2%
9,225
-1,730
141
$508K 0.19%
1,817
-62
142
$505K 0.19%
8,481
143
$495K 0.19%
+13,053
144
$491K 0.19%
5,083
-398
145
$490K 0.19%
13,760
146
$487K 0.19%
4,343
-230
147
$486K 0.19%
7,576
-33
148
$485K 0.19%
13,930
+2,192
149
$483K 0.19%
20,018
-1,604
150
$477K 0.18%
15,434
-490