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
$283M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.77M
3
+$1.76M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.68M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.61M

Top Sells

1
+$2.01M
2
+$1.61M
3
+$789K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$695K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$633K

Sector Composition

1 Technology 5.94%
2 Industrials 5.21%
3 Communication Services 4.62%
4 Financials 4.5%
5 Healthcare 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$367K 0.13%
14,247
+33
202
$356K 0.13%
5,366
-66
203
$355K 0.13%
16,200
204
$351K 0.12%
+7,088
205
$350K 0.12%
+10,429
206
$349K 0.12%
27,160
+8,771
207
$349K 0.12%
13,281
+1,248
208
$346K 0.12%
12,846
+4,276
209
$341K 0.12%
4,211
+5
210
$341K 0.12%
+6,400
211
$338K 0.12%
+3,985
212
$337K 0.12%
9,786
-67
213
$335K 0.12%
11,770
+1,653
214
$334K 0.12%
33,279
+1,441
215
$334K 0.12%
3,359
-60
216
$332K 0.12%
5,636
-142
217
$329K 0.12%
11,900
218
$328K 0.12%
2,820
-162
219
$325K 0.12%
1,195
220
$320K 0.11%
2,673
+11
221
$318K 0.11%
8,471
+119
222
$315K 0.11%
3,667
+220
223
$311K 0.11%
17,488
+31
224
$310K 0.11%
12,136
+25
225
$305K 0.11%
10,156
+580
7 8
9
10 11