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
$324M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$8.33M
2
+$2.97M
3
+$1.81M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.73M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.68M

Top Sells

1
+$5.48M
2
+$1.75M
3
+$1.74M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.4M

Sector Composition

1 Industrials 5.44%
2 Technology 5.3%
3 Financials 4.86%
4 Healthcare 4.5%
5 Communication Services 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$481K 0.15%
43,421
+1,407
202
$472K 0.15%
14,262
203
$467K 0.14%
7,877
-826
204
$465K 0.14%
5,734
-1,166
205
$465K 0.14%
19,846
-38,546
206
$464K 0.14%
8,835
+4,552
207
$461K 0.14%
+24,186
208
$460K 0.14%
2,796
+304
209
$459K 0.14%
4,349
210
$451K 0.14%
+7,174
211
$443K 0.14%
2,008
+974
212
$441K 0.14%
3,637
+70
213
$440K 0.14%
20,691
+3,675
214
$439K 0.14%
16,571
+446
215
$438K 0.14%
8,421
-444
216
$437K 0.13%
5,528
+2,071
217
$433K 0.13%
4,939
-37
218
$430K 0.13%
8,808
+1,062
219
$427K 0.13%
3,176
+216
220
$420K 0.13%
23,146
+10,797
221
$417K 0.13%
12,600
+640
222
$411K 0.13%
2,857
+18
223
$410K 0.13%
11,081
224
$410K 0.13%
2,086
+443
225
$398K 0.12%
8,937
+64
7 8
9
10 11