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
$808M
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Sells

1 +$45.2M
2 +$10.4M
3 +$4.79M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.72M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.52M

Sector Composition

1 Technology 5.22%
2 Industrials 4.1%
3 Financials 3.33%
4 Consumer Discretionary 2.42%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$1.1M 0.14%
31,551
-1,753
152
$1.1M 0.14%
27,200
-799
153
$1.09M 0.13%
1,644
+21
154
$1.08M 0.13%
14,964
+25
155
$1.08M 0.13%
21,463
-502
156
$1.08M 0.13%
3,106
-167
157
$1.07M 0.13%
4,438
+368
158
$1.06M 0.13%
47,020
-950
159
$1.04M 0.13%
11,063
+18
160
$1M 0.12%
6,914
-304
161
$990K 0.12%
9,393
+300
162
$983K 0.12%
10,892
+109
163
$975K 0.12%
7,124
-241
164
$975K 0.12%
8,946
-25
165
$952K 0.12%
8,184
+329
166
$947K 0.12%
9,392
-375
167
$911K 0.11%
22,167
-109,856
168
$894K 0.11%
30,764
+12,549
169
$889K 0.11%
1,690
-9
170
$887K 0.11%
13,326
+2,056
171
$873K 0.11%
51,789
-10,999
172
$871K 0.11%
23,166
+1,805
173
$854K 0.11%
17,550
-1,020
174
$853K 0.11%
16,556
+9
175
$852K 0.11%
29,617
-998