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
$324M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$8.33M
2
+$2.97M
3
+$1.81M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.73M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.68M

Top Sells

1
+$5.48M
2
+$1.75M
3
+$1.74M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M
5
TIP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$553K 0.17%
15,455
177
$552K 0.17%
5,200
+152
178
$545K 0.17%
21,466
+9,900
179
$543K 0.17%
+91,600
180
$542K 0.17%
12,302
+957
181
$537K 0.17%
19,424
+244
182
$534K 0.16%
18,016
+7,384
183
$532K 0.16%
3,758
+1,575
184
$522K 0.16%
22,135
+70
185
$512K 0.16%
9,060
-60
186
$512K 0.16%
3,372
-397
187
$508K 0.16%
7,310
+880
188
$507K 0.16%
15,439
+2,485
189
$506K 0.16%
2,879
+2
190
$505K 0.16%
8,988
-2,320
191
$498K 0.15%
11,925
192
$497K 0.15%
6,252
+291
193
$496K 0.15%
19,517
+8,921
194
$496K 0.15%
4,837
-6,288
195
$495K 0.15%
22,500
-12,150
196
$487K 0.15%
20,944
-1,386
197
$487K 0.15%
+13,229
198
$483K 0.15%
2,312
+70
199
$482K 0.15%
7,047
+2,986
200
$481K 0.15%
15,311
+3,503
6 7
8
9 10