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
$288M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$4.82M
3
+$2.48M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.13M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$947K

Top Sells

1
+$2.2M
2
+$1.1M
3
+$1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$790K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$684K

Sector Composition

1 Industrials 6.32%
2 Technology 4.84%
3 Financials 4.8%
4 Healthcare 4.32%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$415K 0.14%
11,431
+3,745
202
$409K 0.14%
4,777
-1,631
203
$405K 0.14%
4,367
-311
204
$386K 0.13%
2,839
-566
205
$385K 0.13%
5,227
-745
206
$383K 0.13%
11,600
207
$380K 0.13%
11,081
-100
208
$378K 0.13%
8,722
+84
209
$375K 0.13%
3,424
-30
210
$373K 0.13%
8,880
-6,224
211
$371K 0.13%
11,808
+478
212
$366K 0.13%
8,873
+989
213
$366K 0.13%
2,822
-24
214
$362K 0.13%
9,558
+438
215
$356K 0.12%
14,292
+666
216
$355K 0.12%
22,330
+8,000
217
$351K 0.12%
13,822
+653
218
$350K 0.12%
13,717
+650
219
$348K 0.12%
6,797
+2
220
$345K 0.12%
34,508
221
$344K 0.12%
9,309
-741
222
$342K 0.12%
5,921
-251
223
$340K 0.12%
2,899
-1,623
224
$339K 0.12%
7,986
-464
225
$339K 0.12%
2,488
+52
7 8
9
10 11