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
$213M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$5.96M
3
+$2.23M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.22M
5
CAT icon
Caterpillar
CAT
+$1.19M

Top Sells

1
+$2.02M
2
+$1.72M
3
+$1.68M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.41M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.39M

Sector Composition

1 Industrials 5.07%
2 Financials 4.32%
3 Communication Services 4.23%
4 Technology 4.02%
5 Healthcare 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$250K 0.12%
1,564
-5
202
$250K 0.12%
9,084
+690
203
$250K 0.12%
10,637
+1,116
204
$248K 0.12%
5,160
205
$246K 0.12%
17,923
206
$245K 0.11%
+5,809
207
$244K 0.11%
1,487
+50
208
$244K 0.11%
2,514
+41
209
$243K 0.11%
+3,447
210
$243K 0.11%
1,987
211
$239K 0.11%
+2,904
212
$237K 0.11%
16,500
+100
213
$237K 0.11%
7,483
214
$234K 0.11%
+6,247
215
$231K 0.11%
+2,613
216
$229K 0.11%
+1,090
217
$228K 0.11%
15,725
+4,530
218
$226K 0.11%
1,101
-97
219
$225K 0.11%
1,265
220
$224K 0.11%
+4,634
221
$224K 0.11%
6,744
+400
222
$223K 0.1%
4,740
-60
223
$222K 0.1%
3,531
-478
224
$222K 0.1%
+15,309
225
$219K 0.1%
5,285
+455
7 8
9
10 11