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
$355M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$4.71M
3
+$3.74M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$3.62M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.92M

Top Sells

1
+$9.7M
2
+$5.47M
3
+$2.25M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$2.01M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.35M

Sector Composition

1 Technology 6.33%
2 Industrials 5.67%
3 Healthcare 4.91%
4 Financials 4.85%
5 Communication Services 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$482K 0.14%
+7,079
202
$477K 0.13%
2,031
-281
203
$475K 0.13%
9,167
+332
204
$472K 0.13%
8,104
-884
205
$472K 0.13%
8,301
-507
206
$470K 0.13%
8,363
-1,802
207
$468K 0.13%
5,231
-1,021
208
$464K 0.13%
4,368
+19
209
$456K 0.13%
11,368
+287
210
$455K 0.13%
2,045
-41
211
$455K 0.13%
44,392
+4,208
212
$450K 0.13%
5,618
+90
213
$447K 0.13%
5,338
-396
214
$431K 0.12%
3,162
-14
215
$430K 0.12%
11,258
-7,806
216
$428K 0.12%
8,011
+636
217
$426K 0.12%
1,601
+270
218
$419K 0.12%
3,313
-324
219
$416K 0.12%
2,308
-31
220
$410K 0.12%
23,873
+3,344
221
$410K 0.12%
2,629
-228
222
$410K 0.12%
18,908
+8,258
223
$405K 0.11%
13,017
+417
224
$399K 0.11%
10,532
-13,640
225
$394K 0.11%
5,235
-2,075
7 8
9
10 11