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
$213M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$5.96M
3
+$2.23M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.22M
5
CAT icon
Caterpillar
CAT
+$1.19M

Top Sells

1
+$2.02M
2
+$1.72M
3
+$1.68M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.41M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.39M

Sector Composition

1 Industrials 5.07%
2 Financials 4.32%
3 Communication Services 4.23%
4 Technology 4.02%
5 Healthcare 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$313K 0.15%
5,034
+1,257
177
$307K 0.14%
3,001
+352
178
$301K 0.14%
8,641
+298
179
$300K 0.14%
4,157
+85
180
$297K 0.14%
+3,100
181
$295K 0.14%
5,909
+35
182
$292K 0.14%
2,406
+584
183
$291K 0.14%
3,365
184
$290K 0.14%
9,650
+1,560
185
$288K 0.14%
3,992
+263
186
$281K 0.13%
5,067
-146
187
$281K 0.13%
2,708
-323
188
$270K 0.13%
7,717
-23,221
189
$268K 0.13%
3,073
+3
190
$261K 0.12%
9,750
+500
191
$261K 0.12%
11,366
192
$261K 0.12%
2,485
+87
193
$260K 0.12%
1,739
-4
194
$258K 0.12%
7,324
+949
195
$257K 0.12%
8,448
+488
196
$255K 0.12%
9,228
+500
197
$253K 0.12%
30,031
+2,000
198
$253K 0.12%
+2,397
199
$252K 0.12%
3,191
+229
200
$251K 0.12%
+2,391
6 7
8
9 10