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
$688M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Sells

1 +$17.6M
2 +$7.86M
3 +$4.29M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.54M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.54M

Sector Composition

1 Technology 4.33%
2 Industrials 4.11%
3 Financials 3.14%
4 Healthcare 2.79%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$1.12M 0.16%
5,098
-136
152
$1.11M 0.16%
21,609
-24
153
$1.1M 0.16%
6,405
-5,413
154
$1.1M 0.16%
10,886
+318
155
$1.1M 0.16%
11,983
-2,559
156
$1.09M 0.16%
2,061
-215
157
$1.08M 0.16%
10,686
+257
158
$1.04M 0.15%
38,894
+1,186
159
$1.03M 0.15%
5,898
-403
160
$1.02M 0.15%
24,900
+1,088
161
$1,000K 0.15%
9,492
-74,664
162
$999K 0.15%
15,521
-4
163
$991K 0.14%
40,248
-7,272
164
$990K 0.14%
4,623
-387
165
$987K 0.14%
33,586
-5,457
166
$957K 0.14%
39,690
+221
167
$955K 0.14%
24,502
-3,340
168
$930K 0.14%
7,430
+120
169
$923K 0.13%
7,669
-2,524
170
$921K 0.13%
37,597
+5,899
171
$889K 0.13%
10,229
+320
172
$883K 0.13%
32,694
-25,865
173
$875K 0.13%
11,383
-325
174
$863K 0.13%
7,781
+2,214
175
$833K 0.12%
9,959
+679