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
$634M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$45M
2
+$16.5M
3
+$5.48M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.49M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$4.08M

Top Sells

1
+$8.52M
2
+$7.04M
3
+$6.38M
4
IPO icon
Renaissance IPO ETF
IPO
+$6.13M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.91M

Sector Composition

1 Technology 5.3%
2 Industrials 3.21%
3 Financials 3.03%
4 Healthcare 2.54%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.04M 0.16%
14,696
-702
152
$1.04M 0.16%
13,589
+29
153
$1.03M 0.16%
10,932
-176
154
$1.03M 0.16%
25,844
-82
155
$1.03M 0.16%
6,301
-340
156
$1.02M 0.16%
24,945
-8,084
157
$1.02M 0.16%
21,207
+116
158
$1.02M 0.16%
27,842
-7,771
159
$1.01M 0.16%
31,389
-525
160
$995K 0.16%
51,039
-10,674
161
$988K 0.16%
44,103
+1,873
162
$983K 0.16%
15,525
-89
163
$960K 0.15%
33,634
+3,741
164
$960K 0.15%
9,384
-336
165
$954K 0.15%
9,126
-7,509
166
$947K 0.15%
21,633
+863
167
$939K 0.15%
39,469
+5,259
168
$935K 0.15%
9,909
-1,897
169
$930K 0.15%
37,708
+43
170
$916K 0.14%
5,373
+553
171
$892K 0.14%
7,894
+18
172
$888K 0.14%
18,227
+8,122
173
$884K 0.14%
14,847
-20,139
174
$879K 0.14%
23,812
+2,851
175
$877K 0.14%
10,568
+415
5 6
7
8 9