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
$634M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$45M
2
+$16.5M
3
+$5.48M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.49M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$4.08M

Top Sells

1
+$8.52M
2
+$7.04M
3
+$6.38M
4
IPO icon
Renaissance IPO ETF
IPO
+$6.13M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.91M

Sector Composition

1 Technology 5.3%
2 Industrials 3.21%
3 Financials 3.03%
4 Healthcare 2.54%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.22M 0.19%
4,428
+485
127
$1.22M 0.19%
27,702
+42
128
$1.21M 0.19%
13,670
-19
129
$1.21M 0.19%
86,436
-375
130
$1.2M 0.19%
25,384
+205
131
$1.2M 0.19%
60,554
+8,474
132
$1.19M 0.19%
25,059
-2,254
133
$1.18M 0.19%
29,324
+3,534
134
$1.18M 0.19%
34,972
-161
135
$1.15M 0.18%
2,276
+25
136
$1.15M 0.18%
54,912
-500
137
$1.14M 0.18%
26,466
+2,754
138
$1.14M 0.18%
12,334
+6
139
$1.14M 0.18%
39,043
-5,706
140
$1.14M 0.18%
47,520
-3,210
141
$1.11M 0.18%
9,193
-661
142
$1.11M 0.17%
10,437
+102
143
$1.1M 0.17%
12,565
+4
144
$1.09M 0.17%
18,243
-706
145
$1.08M 0.17%
16,241
+1,260
146
$1.08M 0.17%
13,595
-2,169
147
$1.08M 0.17%
8,839
+558
148
$1.06M 0.17%
65,249
-47,383
149
$1.05M 0.17%
5,010
+865
150
$1.05M 0.17%
32,237
-17,964
4 5
6
7 8