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
$726M
AUM Growth
-$5.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$45.2M
2 +$10.4M
3 +$6.17M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.06M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.34M

Sector Composition

1 Technology 4.98%
2 Industrials 4.08%
3 Financials 3.08%
4 Consumer Discretionary 2.46%
5 Healthcare 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1.39M 0.19%
9,602
+108
127
$1.39M 0.19%
9,505
-15
128
$1.39M 0.19%
13,134
-94
129
$1.38M 0.19%
27,850
-61
130
$1.36M 0.19%
5,975
-48
131
$1.36M 0.19%
+31,114
132
$1.34M 0.19%
25,013
-1,507
133
$1.34M 0.18%
17,138
-365
134
$1.34M 0.18%
4,958
-8
135
$1.33M 0.18%
7,843
-306
136
$1.32M 0.18%
11,031
+1,042
137
$1.29M 0.18%
14,250
+2,469
138
$1.26M 0.17%
4,729
-46
139
$1.25M 0.17%
34,379
+920
140
$1.23M 0.17%
45,072
+1,310
141
$1.23M 0.17%
31,695
-545
142
$1.2M 0.17%
61,118
-1,211
143
$1.2M 0.17%
23,901
+19,844
144
$1.18M 0.16%
10,648
-6
145
$1.18M 0.16%
27,999
+1,239
146
$1.18M 0.16%
+68,087
147
$1.15M 0.16%
47,970
+7,893
148
$1.15M 0.16%
2,253
-11
149
$1.14M 0.16%
35,055
+92
150
$1.09M 0.15%
7,365
+740