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
$726M
AUM Growth
-$5.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$45.2M
2 +$10.4M
3 +$6.17M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.06M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.34M

Sector Composition

1 Technology 4.98%
2 Industrials 4.08%
3 Financials 3.08%
4 Consumer Discretionary 2.46%
5 Healthcare 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$799K 0.11%
8,703
-68,081
177
$787K 0.11%
6,842
-604
178
$781K 0.11%
21,965
+2,146
179
$766K 0.11%
11,270
+26
180
$760K 0.1%
29,125
-11,341
181
$752K 0.1%
11,746
-1,560
182
$751K 0.1%
10,967
+4,019
183
$740K 0.1%
19,013
-484
184
$738K 0.1%
1,805
-73
185
$735K 0.1%
43,966
-4,664
186
$733K 0.1%
16,547
-200
187
$731K 0.1%
2,721
+525
188
$731K 0.1%
10,145
-73
189
$726K 0.1%
12,972
+28
190
$709K 0.1%
21,361
+1,051
191
$707K 0.1%
7,966
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192
$701K 0.1%
18,570
+1,980
193
$694K 0.1%
3,647
+36
194
$691K 0.1%
30,688
-21,060
195
$686K 0.09%
6,346
-227
196
$681K 0.09%
13,547
-119
197
$680K 0.09%
30,714
-3,047
198
$679K 0.09%
30,644
-1,757
199
$666K 0.09%
7,338
-13,400
200
$663K 0.09%
8,009
+1,845