AFP
Ausdal Financial Partners Portfolio holdings
AUM
$1.5B
1-Year Return
14%
This Quarter Return
+2.09%
1 Year Return
+14%
3 Year Return
+42.62%
5 Year Return
+72.41%
10 Year Return
–
AUM
$324M
AUM Growth
+$36M
(+13%)
Cap. Flow
+$33.4M
Cap. Flow
% of AUM
10.31%
Top 10 Holdings %
Top 10 Hldgs %
18.55%
Holding
423
New
64
Increased
206
Reduced
101
Closed
18
Top Buys
Top Sells
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
$5.48M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$1.75M |
| 3 |
Vanguard Large-Cap ETF
VV
|
$1.74M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.52M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$1.4M |
Sector Composition
| 1 | Industrials | 5.44% |
| 2 | Technology | 5.3% |
| 3 | Financials | 4.86% |
| 4 | Healthcare | 4.5% |
| 5 | Communication Services | 4.4% |
