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
$222M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.27M
3
+$1.46M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$838K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$794K

Top Sells

1
+$4.54M
2
+$4.31M
3
+$3.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.04M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.77M

Sector Composition

1 Industrials 5.6%
2 Financials 4.74%
3 Technology 4.7%
4 Communication Services 4.5%
5 Healthcare 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$338K 0.15%
14,075
+5,446
177
$336K 0.15%
5,324
+1,641
178
$335K 0.15%
5,896
-44
179
$333K 0.15%
9,113
180
$331K 0.15%
4,219
-100
181
$329K 0.15%
9,049
+1,725
182
$329K 0.15%
+1,508
183
$329K 0.15%
2,424
+18
184
$326K 0.15%
2,867
+382
185
– –
0
186
$319K 0.14%
3,504
-49,882
187
$316K 0.14%
3,766
+862
188
$315K 0.14%
3,472
+399
189
$314K 0.14%
7,403
+2,118
190
$312K 0.14%
7,980
+17
191
$310K 0.14%
3,099
-1
192
$308K 0.14%
+2,474
193
$302K 0.14%
+3,701
194
$300K 0.14%
9,691
+41
195
$299K 0.13%
7,592
-125
196
$297K 0.13%
2,631
+234
197
$294K 0.13%
2,776
+68
198
$292K 0.13%
+5,813
199
$292K 0.13%
1,221
+131
200
$290K 0.13%
9,980
+2,415
6 7
8
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