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
$222M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.27M
3
+$1.46M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$838K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$794K

Top Sells

1
+$4.54M
2
+$4.31M
3
+$3.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.04M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.77M

Sector Composition

1 Industrials 5.6%
2 Financials 4.74%
3 Technology 4.7%
4 Communication Services 4.5%
5 Healthcare 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$389K 0.18%
7,295
+125
152
$388K 0.17%
6,651
+1,584
153
$388K 0.17%
6,945
+97
154
$385K 0.17%
5,913
+879
155
$383K 0.17%
6,295
+259
156
$382K 0.17%
+24,192
157
$381K 0.17%
+6,686
158
$377K 0.17%
8,445
-155
159
$377K 0.17%
3,513
+171
160
$375K 0.17%
+5,929
161
$374K 0.17%
4,858
+49
162
$372K 0.17%
7,174
+176
163
$369K 0.17%
16,955
-2,634
164
$365K 0.16%
+9,580
165
$364K 0.16%
4,253
-3
166
$361K 0.16%
6,634
-3,261
167
$361K 0.16%
3,507
+506
168
$359K 0.16%
24,162
+8,853
169
$356K 0.16%
10,081
+1,440
170
$356K 0.16%
+6,212
171
$354K 0.16%
13,690
-1,916
172
$354K 0.16%
4,024
-56
173
$347K 0.16%
2,470
-73
174
$346K 0.16%
5,707
-1,019
175
$346K 0.16%
2,510
-33
5 6
7
8 9