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
$198M
AUM Growth
+$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.39M
3
+$1.16M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$732K
5
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$661K

Top Sells

1
+$6.82M
2
+$3.17M
3
+$974K
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$816K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$632K

Sector Composition

1 Communication Services 4.42%
2 Industrials 4.36%
3 Healthcare 4.32%
4 Technology 4.19%
5 Consumer Staples 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$350K 0.18%
+13,612
152
$348K 0.18%
10,482
+2,748
153
$348K 0.18%
2,279
-261
154
$346K 0.17%
2,324
-86
155
$346K 0.17%
8,881
+415
156
$346K 0.17%
2,604
157
$341K 0.17%
2,870
+620
158
$340K 0.17%
6,984
-176
159
$334K 0.17%
4,628
-1,715
160
$333K 0.17%
7,962
-998
161
$332K 0.17%
33,670
+4,500
162
$328K 0.17%
4,206
+111
163
$323K 0.16%
36,448
-10,752
164
$315K 0.16%
2,314
-149
165
$313K 0.16%
5,928
-86
166
$309K 0.16%
2,564
-180
167
$309K 0.16%
3,860
-99
168
$299K 0.15%
32
-3
169
$298K 0.15%
5,874
+28
170
$296K 0.15%
3,031
-1,052
171
$293K 0.15%
11,524
+118
172
$292K 0.15%
8,963
173
$287K 0.14%
16,050
+3,150
174
$287K 0.14%
53,072
+6,768
175
$283K 0.14%
2,649
+332
5 6
7
8 9