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
$936M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$4.65M
3
+$3.48M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.34M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$2.36M

Top Sells

1
+$3.25M
2
+$2.79M
3
+$2.52M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$1.21M
5
BND icon
Vanguard Total Bond Market
BND
+$999K

Sector Composition

1 Technology 6.07%
2 Industrials 3.76%
3 Financials 2.69%
4 Consumer Discretionary 1.99%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.6M 0.17%
28,481
-108
127
$1.59M 0.17%
42,979
-6,446
128
$1.58M 0.17%
27,434
+205
129
$1.57M 0.17%
8,613
+30
130
$1.56M 0.17%
53,820
+1,332
131
$1.56M 0.17%
81,499
-4,727
132
$1.53M 0.16%
15,647
+43
133
$1.5M 0.16%
234,909
+15,233
134
$1.48M 0.16%
4,752
-147
135
$1.48M 0.16%
32,455
+4,636
136
$1.46M 0.16%
9,351
-80
137
$1.44M 0.15%
76,645
+42,976
138
$1.44M 0.15%
24,605
+14,302
139
$1.43M 0.15%
72,589
-5,225
140
$1.43M 0.15%
34,704
-1,030
141
$1.41M 0.15%
9,654
-63
142
$1.4M 0.15%
30,134
+3,152
143
$1.36M 0.15%
33,100
+2,789
144
$1.35M 0.14%
55,998
-2,432
145
$1.35M 0.14%
9,530
+149
146
$1.34M 0.14%
55,842
+482
147
$1.33M 0.14%
6,679
-27
148
$1.33M 0.14%
52,219
+7,914
149
$1.33M 0.14%
8,041
-183
150
$1.32M 0.14%
33,339
+1,041
4 5
6
7 8