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
$222M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.27M
3
+$1.46M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$838K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$794K

Top Sells

1
+$4.54M
2
+$4.31M
3
+$3.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.04M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.77M

Sector Composition

1 Industrials 5.6%
2 Financials 4.74%
3 Technology 4.7%
4 Communication Services 4.5%
5 Healthcare 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$289K 0.13%
+18,336
202
$286K 0.13%
3,647
+456
203
$283K 0.13%
3,150
-459
204
$283K 0.13%
4,267
+1,055
205
$281K 0.13%
8,532
+84
206
$278K 0.13%
3,267
-180
207
$275K 0.12%
+4,276
208
$273K 0.12%
6,976
-4,435
209
$272K 0.12%
+7,740
210
$272K 0.12%
5,417
-492
211
$271K 0.12%
4,965
+731
212
$265K 0.12%
1,537
+50
213
$264K 0.12%
+9,492
214
$264K 0.12%
1,572
+8
215
$263K 0.12%
+5,204
216
$262K 0.12%
3,113
+206
217
$262K 0.12%
2,568
+54
218
$260K 0.12%
5,046
-16,702
219
$259K 0.12%
3,781
-211
220
$253K 0.11%
30,756
+725
221
$252K 0.11%
5,872
+63
222
$251K 0.11%
11,366
223
$249K 0.11%
5,040
-120
224
$249K 0.11%
3,146
-219
225
$248K 0.11%
4,617
-17
7 8
9
10 11