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
$261M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Sells

1 +$7.2M
2 +$5.81M
3 +$5.38M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.26M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.28M

Sector Composition

1 Technology 6.53%
2 Industrials 5.76%
3 Communication Services 5.17%
4 Financials 4.92%
5 Healthcare 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$475K 0.18%
11,964
-2,758
152
$469K 0.18%
+9,296
153
$466K 0.18%
2,599
-382
154
$463K 0.18%
7,143
+142
155
$463K 0.18%
16,291
+2,479
156
$461K 0.18%
24,628
+25
157
$457K 0.18%
11,207
-30
158
$456K 0.17%
19,473
-840
159
$451K 0.17%
9,088
-1,954
160
$451K 0.17%
+19,382
161
$451K 0.17%
2,697
+23
162
$449K 0.17%
5,082
-662
163
$438K 0.17%
2,177
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164
$437K 0.17%
8,898
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165
$437K 0.17%
7,359
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166
$435K 0.17%
4,437
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167
$435K 0.17%
22,800
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168
$425K 0.16%
4,180
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169
$425K 0.16%
2,862
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170
$424K 0.16%
6,317
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171
$414K 0.16%
2,622
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172
$408K 0.16%
11,840
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173
$407K 0.16%
37,952
-1,472
174
$387K 0.15%
14,945
+659
175
$386K 0.15%
14,114
+333