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
$936M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$4.65M
3
+$3.48M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.34M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$2.36M

Top Sells

1
+$3.25M
2
+$2.79M
3
+$2.52M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$1.21M
5
BND icon
Vanguard Total Bond Market
BND
+$999K

Sector Composition

1 Technology 6.07%
2 Industrials 3.76%
3 Financials 2.69%
4 Consumer Discretionary 1.99%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.32M 0.14%
29,057
+2,752
152
$1.29M 0.14%
54,677
+2,640
153
$1.27M 0.14%
48,548
-2,481
154
$1.26M 0.13%
9,271
-1,164
155
$1.25M 0.13%
24,481
+3,284
156
$1.24M 0.13%
18,285
+5,062
157
$1.23M 0.13%
51,568
-10,062
158
$1.23M 0.13%
33,120
+4,484
159
$1.2M 0.13%
33,203
+14
160
$1.2M 0.13%
3,481
+164
161
$1.19M 0.13%
41,120
+24,042
162
$1.19M 0.13%
3,032
-183
163
$1.16M 0.12%
5,147
+290
164
$1.16M 0.12%
12,316
-1,271
165
$1.16M 0.12%
24,333
+154
166
$1.15M 0.12%
11,373
+49
167
$1.15M 0.12%
31,748
+14,657
168
$1.13M 0.12%
+10,323
169
$1.13M 0.12%
9,893
-233
170
$1.13M 0.12%
7,749
+489
171
$1.12M 0.12%
22,768
-1,566
172
$1.11M 0.12%
16,520
+110
173
$1.11M 0.12%
8,987
+526
174
$1.08M 0.12%
33,166
+61
175
$1.06M 0.11%
17,730
+1,417
5 6
7
8 9