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
$324M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$8.33M
2
+$2.97M
3
+$1.81M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.73M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.68M

Top Sells

1
+$5.48M
2
+$1.75M
3
+$1.74M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.4M

Sector Composition

1 Industrials 5.44%
2 Technology 5.3%
3 Financials 4.86%
4 Healthcare 4.5%
5 Communication Services 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$643K 0.2%
12,264
+4,096
152
$629K 0.19%
18,173
-150
153
$628K 0.19%
27,000
-817
154
$627K 0.19%
20,708
-1,877
155
$617K 0.19%
19,147
+2,627
156
$614K 0.19%
14,299
-161
157
$608K 0.19%
8,729
-653
158
$606K 0.19%
24,297
+10,005
159
$601K 0.19%
12,861
-1
160
$601K 0.19%
23,646
+9,824
161
$600K 0.19%
6,541
+583
162
$599K 0.18%
23,481
+9,764
163
$598K 0.18%
20,193
+10
164
$595K 0.18%
11,414
+752
165
$595K 0.18%
5,444
+1,151
166
$594K 0.18%
10,252
+2,004
167
$591K 0.18%
4,855
-435
168
$583K 0.18%
22,955
+9,856
169
$571K 0.18%
10,165
-31,206
170
$569K 0.18%
12,796
-569
171
$568K 0.18%
8,015
+253
172
$566K 0.17%
20,034
+4,304
173
$559K 0.17%
4,425
-1,904
174
$559K 0.17%
51,654
-324
175
$555K 0.17%
6,663
+726
5 6
7
8 9