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
$195M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.98M
3
+$1.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.18M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.15M

Top Sells

1
+$6.73M
2
+$650K
3
+$613K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$443K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$408K

Sector Composition

1 Industrials 4.26%
2 Healthcare 4.03%
3 Communication Services 4.01%
4 Consumer Staples 3.85%
5 Technology 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$274K 0.14%
1,265
177
$273K 0.14%
2,723
-140
178
$272K 0.14%
4,857
-2,575
179
$268K 0.14%
5,003
-82
180
$267K 0.14%
29,170
181
$266K 0.14%
10,377
-1,428
182
$265K 0.14%
+4,903
183
$264K 0.14%
2,985
+60
184
$259K 0.13%
1,630
+11
185
$255K 0.13%
+8,250
186
$254K 0.13%
8,712
-480
187
$253K 0.13%
142
+35
188
$252K 0.13%
7,734
-256
189
$251K 0.13%
9,314
+1,016
190
$249K 0.13%
5,920
-1,032
191
$247K 0.13%
+8,712
192
$247K 0.13%
1,987
193
$246K 0.13%
+2,317
194
$246K 0.13%
1,568
+32
195
$246K 0.13%
+1,679
196
$243K 0.12%
+3,947
197
$242K 0.12%
2,250
-286
198
$241K 0.12%
17,923
199
$235K 0.12%
2,983
+126
200
$234K 0.12%
+7,367
6 7
8
9 10