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
$195M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.98M
3
+$1.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.18M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.15M

Top Sells

1
+$6.73M
2
+$650K
3
+$613K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$443K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$408K

Sector Composition

1 Industrials 4.26%
2 Healthcare 4.03%
3 Communication Services 4.01%
4 Consumer Staples 3.85%
5 Technology 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$233K 0.12%
5,139
-227
202
$231K 0.12%
1,397
-3
203
$228K 0.12%
3,548
-172
204
$228K 0.12%
892
-60
205
$224K 0.11%
4,148
+190
206
$223K 0.11%
2,536
-57
207
$220K 0.11%
2,473
-198
208
$217K 0.11%
+6,495
209
$217K 0.11%
10,128
-10,496
210
$217K 0.11%
+5,160
211
$215K 0.11%
3,080
212
$214K 0.11%
+3,006
213
$214K 0.11%
8,955
+2,155
214
$214K 0.11%
+9,282
215
$213K 0.11%
6,944
-284
216
$213K 0.11%
+4,673
217
$213K 0.11%
3,415
-258
218
$212K 0.11%
5,172
+1
219
$209K 0.11%
+7,550
220
$208K 0.11%
8,485
+684
221
$208K 0.11%
+4,800
222
$208K 0.11%
+5,889
223
$206K 0.11%
46,304
+2,928
224
$205K 0.11%
12,900
-3,000
225
$205K 0.11%
+5,001
7 8
9
10 11