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
$176M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,358
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$6.32M
3
+$2.53M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.89M
5
IAU icon
iShares Gold Trust
IAU
+$1.24M

Top Sells

1
+$4.05M
2
+$3.14M
3
+$1.37M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$1.22M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.19M

Sector Composition

1 Technology 4.47%
2 Communication Services 4.41%
3 Industrials 4.23%
4 Consumer Staples 3.8%
5 Healthcare 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$298K 0.17%
29,170
+3,140
152
$297K 0.17%
15,016
-2,488
153
$296K 0.17%
2,296
-8
154
$295K 0.17%
5,935
-2,327
155
$294K 0.17%
36,792
+1,000
156
$291K 0.17%
4,874
+586
157
$289K 0.16%
8,963
158
$286K 0.16%
2,863
-139
159
$285K 0.16%
6,837
+1,258
160
$283K 0.16%
11,805
+11,391
161
$277K 0.16%
2,536
-1,773
162
$276K 0.16%
5,477
+200
163
$272K 0.15%
2,023
+71
164
$271K 0.15%
6,952
165
$271K 0.15%
7,795
+4,350
166
$267K 0.15%
1,400
+50
167
$266K 0.15%
9,192
-2,400
168
$266K 0.15%
3,385
+133
169
$265K 0.15%
15,900
170
$264K 0.15%
1,619
-225
171
$263K 0.15%
952
172
$263K 0.15%
5,085
+18
173
$263K 0.15%
1,265
174
$250K 0.14%
4,991
+3,934
175
$249K 0.14%
5,366
-93
5 6
7
8 9