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
$808M
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Sells

1 +$45.2M
2 +$10.4M
3 +$4.79M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.72M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.52M

Sector Composition

1 Technology 5.22%
2 Industrials 4.1%
3 Financials 3.33%
4 Consumer Discretionary 2.42%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$846K 0.1%
10,442
-3,424
177
$843K 0.1%
6,750
-92
178
$843K 0.1%
10,807
-160
179
$842K 0.1%
5,901
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180
$819K 0.1%
1,806
+1
181
$815K 0.1%
4,234
+421
182
$803K 0.1%
11,146
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183
$797K 0.1%
10,126
-19
184
$796K 0.1%
17,976
+3,892
185
$793K 0.1%
8,431
+465
186
$790K 0.1%
5,357
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187
$776K 0.1%
28,740
+11,480
188
$772K 0.1%
8,142
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189
$767K 0.09%
5,859
+2,142
190
$765K 0.09%
18,422
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$761K 0.09%
9,050
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192
$761K 0.09%
14,786
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193
$754K 0.09%
33,088
+2,400
194
$749K 0.09%
12,710
-262
195
$747K 0.09%
20,304
196
$739K 0.09%
2,192
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197
$739K 0.09%
6,678
+579
198
$736K 0.09%
13,481
-66
199
$732K 0.09%
11,238
-508
200
$731K 0.09%
17,424
+2,154