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
$261M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Sells

1 +$7.2M
2 +$5.81M
3 +$5.38M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.26M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.28M

Sector Composition

1 Technology 6.53%
2 Industrials 5.76%
3 Communication Services 5.17%
4 Financials 4.92%
5 Healthcare 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$317K 0.12%
3,419
202
$316K 0.12%
31,838
-2,370
203
$315K 0.12%
17,457
+92
204
$312K 0.12%
8,352
+701
205
$311K 0.12%
3,382
+972
206
$311K 0.12%
+5,953
207
$311K 0.12%
+16,009
208
$310K 0.12%
12,111
+53
209
$309K 0.12%
4,909
-930
210
$308K 0.12%
12,123
+50
211
$303K 0.12%
3,516
-69
212
$300K 0.12%
1,695
-27
213
$299K 0.11%
9,576
+2,496
214
$295K 0.11%
9,181
+8
215
$293K 0.11%
+3,447
216
$290K 0.11%
+1,330
217
$289K 0.11%
17,895
+6,150
218
$287K 0.11%
30,013
-482
219
$284K 0.11%
64,760
-66,080
220
$282K 0.11%
15,510
+890
221
$279K 0.11%
2,564
+230
222
$278K 0.11%
19,869
+192
223
$278K 0.11%
2,679
-269
224
$278K 0.11%
2,354
+33
225
$276K 0.11%
3,177
-3,266