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
$936M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$4.65M
3
+$3.48M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.34M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$2.36M

Top Sells

1
+$3.25M
2
+$2.79M
3
+$2.52M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$1.21M
5
BND icon
Vanguard Total Bond Market
BND
+$999K

Sector Composition

1 Technology 6.07%
2 Industrials 3.76%
3 Financials 2.69%
4 Consumer Discretionary 1.99%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.06M 0.11%
1,912
-137
177
$1.05M 0.11%
16,593
-753
178
$1.03M 0.11%
25,755
-13,340
179
$1.03M 0.11%
24,198
+4,887
180
$1.03M 0.11%
38,102
+9,335
181
$1.02M 0.11%
14,958
+6,708
182
$1.01M 0.11%
10,165
-245
183
$1M 0.11%
13,926
-307
184
$995K 0.11%
19,474
+11,327
185
$981K 0.1%
34,678
-1,828
186
$978K 0.1%
+22,273
187
$955K 0.1%
19,689
+817
188
$945K 0.1%
18,297
+3,912
189
$940K 0.1%
13,362
+10
190
$933K 0.1%
21,310
+102
191
$928K 0.1%
7,682
-190
192
$907K 0.1%
38,311
+10,082
193
$906K 0.1%
33,161
+2,882
194
$877K 0.09%
8,740
+195
195
$875K 0.09%
7,676
+441
196
$872K 0.09%
6,629
+396
197
$870K 0.09%
5,365
+528
198
$867K 0.09%
5,713
+12
199
$861K 0.09%
20,110
+6
200
$858K 0.09%
1,928
+10
6 7
8
9 10