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
$213M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$5.96M
3
+$2.23M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.22M
5
CAT icon
Caterpillar
CAT
+$1.19M

Top Sells

1
+$2.02M
2
+$1.72M
3
+$1.68M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.41M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.39M

Sector Composition

1 Industrials 5.07%
2 Financials 4.32%
3 Communication Services 4.23%
4 Technology 4.02%
5 Healthcare 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$378K 0.18%
6,726
+388
152
$376K 0.18%
3,683
-834
153
$374K 0.18%
8,471
-9,912
154
$369K 0.17%
2,968
+404
155
$368K 0.17%
6,036
+255
156
$367K 0.17%
5,325
+697
157
$365K 0.17%
4,256
+50
158
$364K 0.17%
4,809
-246
159
$350K 0.16%
9,113
+150
160
$347K 0.16%
10,038
-444
161
$347K 0.16%
7,170
+1,379
162
$342K 0.16%
2,279
163
$341K 0.16%
6,998
+14
164
$341K 0.16%
+2,543
165
$332K 0.16%
4,319
-1,147
166
$332K 0.16%
4,080
+220
167
$331K 0.16%
2,149
-175
168
$331K 0.16%
8,600
+3,448
169
$330K 0.15%
5,882
-81
170
$322K 0.15%
3,609
-1,349
171
$322K 0.15%
2,543
-61
172
$321K 0.15%
4,278
+630
173
$320K 0.15%
4,033
+1,054
174
$318K 0.15%
7,963
+1
175
$315K 0.15%
22,095
+3,705
5 6
7
8 9