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
$283M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.77M
3
+$1.76M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.68M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.61M

Top Sells

1
+$2.01M
2
+$1.61M
3
+$789K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$695K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$633K

Sector Composition

1 Technology 5.94%
2 Industrials 5.21%
3 Communication Services 4.62%
4 Financials 4.5%
5 Healthcare 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$436K 0.15%
11,666
+459
177
$436K 0.15%
15,556
-735
178
$429K 0.15%
8,778
-120
179
$425K 0.15%
5,082
180
$421K 0.15%
7,361
+2
181
$415K 0.15%
+15,317
182
$414K 0.15%
2,138
-19
183
$406K 0.14%
11,388
+80
184
$405K 0.14%
1,037
+69
185
$404K 0.14%
14,647
+533
186
$401K 0.14%
2,473
-126
187
$400K 0.14%
6,317
188
$399K 0.14%
20,268
+4,259
189
$398K 0.14%
+8,038
190
$398K 0.14%
2,419
-278
191
$398K 0.14%
4,180
192
$396K 0.14%
2,617
-5
193
$394K 0.14%
3,264
+350
194
$386K 0.14%
14,985
+40
195
$383K 0.14%
5,157
-300
196
$376K 0.13%
11,182
+38
197
$376K 0.13%
3,760
198
$375K 0.13%
14,356
+35
199
$374K 0.13%
8,718
-370
200
$369K 0.13%
35,160
-2,792
6 7
8
9 10