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
$283M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.77M
3
+$1.76M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.68M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.61M

Top Sells

1
+$2.01M
2
+$1.61M
3
+$789K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$695K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$633K

Sector Composition

1 Technology 5.94%
2 Industrials 5.21%
3 Communication Services 4.62%
4 Financials 4.5%
5 Healthcare 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$508K 0.18%
14,160
+400
152
$501K 0.18%
8,229
+1
153
$499K 0.18%
17,445
-15
154
$498K 0.18%
3,625
+763
155
$493K 0.17%
9,779
+483
156
$488K 0.17%
4,903
+466
157
$488K 0.17%
5,466
-572
158
$487K 0.17%
19,891
-127
159
$483K 0.17%
8,481
160
$483K 0.17%
14,242
+312
161
$477K 0.17%
25,571
+943
162
$477K 0.17%
16,121
+5,583
163
$475K 0.17%
9,038
+3,085
164
$472K 0.17%
+8,610
165
$471K 0.17%
10,572
-326
166
$462K 0.16%
13,640
+1,800
167
$459K 0.16%
6,017
-76
168
$456K 0.16%
2,200
+23
169
$455K 0.16%
6,985
-158
170
$454K 0.16%
7,576
171
$452K 0.16%
12,291
-5,329
172
$450K 0.16%
19,482
+9
173
$448K 0.16%
11,509
-455
174
$447K 0.16%
15,338
-96
175
$441K 0.16%
16,944
+5,440
5 6
7
8 9