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
$288M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$4.82M
3
+$2.48M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.13M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$947K

Top Sells

1
+$2.2M
2
+$1.1M
3
+$1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$790K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$684K

Sector Composition

1 Industrials 6.32%
2 Technology 4.84%
3 Financials 4.8%
4 Healthcare 4.32%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$473K 0.16%
9,120
-520
177
$472K 0.16%
2,877
-134
178
$470K 0.16%
19,180
-849
179
$468K 0.16%
11,960
+133
180
$466K 0.16%
42,014
+3,910
181
$459K 0.16%
10,558
+450
182
$457K 0.16%
2,492
-199
183
$455K 0.16%
16,125
+1,306
184
$455K 0.16%
4,976
+685
185
$450K 0.16%
5,937
-571
186
$448K 0.16%
7,746
+823
187
$448K 0.16%
8,865
+1,692
188
$445K 0.15%
11,013
+748
189
$443K 0.15%
12,954
+3,823
190
$443K 0.15%
2,960
+317
191
$441K 0.15%
14,262
-1,044
192
$438K 0.15%
15,730
+942
193
$435K 0.15%
5,493
-240
194
$435K 0.15%
4,293
-729
195
$429K 0.15%
8,248
+948
196
$428K 0.15%
3,567
-100
197
$426K 0.15%
+8,168
198
$422K 0.15%
2,242
-347
199
$421K 0.15%
6,430
-726
200
$418K 0.15%
4,349
-57
6 7
8
9 10