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
$195M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.98M
3
+$1.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.18M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.15M

Top Sells

1
+$6.73M
2
+$650K
3
+$613K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$443K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$408K

Sector Composition

1 Industrials 4.26%
2 Healthcare 4.03%
3 Communication Services 4.01%
4 Consumer Staples 3.85%
5 Technology 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$335K 0.17%
2,463
+15
152
$333K 0.17%
6,184
-993
153
$331K 0.17%
2,410
-79
154
$325K 0.17%
8,466
+671
155
$321K 0.16%
2,744
+114
156
$320K 0.16%
22,635
+9,030
157
$319K 0.16%
1,285
-300
158
$309K 0.16%
4,171
-488
159
$309K 0.16%
3,959
-3,106
160
$304K 0.16%
6,014
+79
161
$303K 0.16%
6,069
-1,055
162
$299K 0.15%
3,691
-8,023
163
$298K 0.15%
5,416
-61
164
$297K 0.15%
+5,846
165
$296K 0.15%
6,828
-3,902
166
$294K 0.15%
8,963
167
$292K 0.15%
14,551
-465
168
$291K 0.15%
+11,406
169
$290K 0.15%
4,095
+540
170
$290K 0.15%
+14,380
171
$283K 0.15%
6,675
-162
172
$283K 0.15%
+2,955
173
$279K 0.14%
+4,250
174
$278K 0.14%
2,025
+2
175
$275K 0.14%
+4,075
5 6
7
8 9