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
$726M
AUM Growth
-$5.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$45.2M
2 +$10.4M
3 +$6.17M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.06M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.34M

Sector Composition

1 Technology 4.98%
2 Industrials 4.08%
3 Financials 3.08%
4 Consumer Discretionary 2.46%
5 Healthcare 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$1.04M 0.14%
23,422
152
$1.04M 0.14%
27,717
+15
153
$1.04M 0.14%
3,105
-70
154
$1.03M 0.14%
13,866
-945
155
$1.02M 0.14%
11,045
-12
156
$1.02M 0.14%
+33,304
157
$1.01M 0.14%
14,939
+13
158
$1M 0.14%
62,788
+5,328
159
$989K 0.14%
3,273
-283
160
$963K 0.13%
9,093
-586
161
$924K 0.13%
8,971
-533
162
$917K 0.13%
1,623
-64
163
$914K 0.13%
36,862
-1,814
164
$874K 0.12%
10,783
-780
165
$872K 0.12%
4,070
+190
166
$859K 0.12%
89,290
-28,625
167
$857K 0.12%
1,699
-184
168
$854K 0.12%
+32,272
169
$848K 0.12%
9,767
+380
170
$847K 0.12%
35,561
-2,958
171
$828K 0.11%
30,615
-315
172
$826K 0.11%
12,003
-244
173
$820K 0.11%
7,855
+107
174
$809K 0.11%
23,775
175
$802K 0.11%
7,218
+222