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
$688M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Sells

1 +$17.6M
2 +$7.86M
3 +$4.29M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.54M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.54M

Sector Composition

1 Technology 4.33%
2 Industrials 4.11%
3 Financials 3.14%
4 Healthcare 2.79%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$831K 0.12%
9,901
+70
177
$816K 0.12%
18,213
-30
178
$815K 0.12%
36,012
-3,371
179
$802K 0.12%
6,826
-615
180
$795K 0.12%
17,077
+1,797
181
$793K 0.12%
12,459
+1,248
182
$791K 0.12%
9,677
-70
183
$790K 0.11%
23,101
-9
184
$786K 0.11%
+21,492
185
$779K 0.11%
3,886
-132
186
$778K 0.11%
39,755
-234
187
$772K 0.11%
2,293
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188
$764K 0.11%
31,220
-2,936
189
$763K 0.11%
1,672
-17
190
$753K 0.11%
5,540
+216
191
$744K 0.11%
19,564
-3,094
192
$740K 0.11%
5,443
+2,201
193
$739K 0.11%
6,726
-1,168
194
$729K 0.11%
39,534
-2,243
195
$724K 0.11%
2,728
-222
196
$708K 0.1%
1,455
-138
197
$703K 0.1%
6,470
-442
198
$692K 0.1%
+146,999
199
$691K 0.1%
28,213
+881
200
$684K 0.1%
58,716
+172