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
$688M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Sells

1 +$17.6M
2 +$7.86M
3 +$4.29M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.54M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.54M

Sector Composition

1 Technology 4.33%
2 Industrials 4.11%
3 Financials 3.14%
4 Healthcare 2.79%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$663K 0.1%
+21,027
202
$644K 0.09%
14,230
-380
203
$640K 0.09%
16,804
204
$633K 0.09%
19,253
+2,327
205
$631K 0.09%
25,797
-1,181
206
$626K 0.09%
4,203
-51
207
$625K 0.09%
6,072
+643
208
$624K 0.09%
8,679
+288
209
$623K 0.09%
13,144
-11,915
210
$622K 0.09%
15,207
-9,738
211
$622K 0.09%
32,947
-2,011
212
$620K 0.09%
28,191
-22,848
213
$616K 0.09%
23,889
+3,055
214
$613K 0.09%
7,145
+217
215
$608K 0.09%
20,888
-1,219
216
$605K 0.09%
9,220
-18
217
$601K 0.09%
29,436
+800
218
$595K 0.09%
3,595
+9
219
$594K 0.09%
5,137
+881
220
$593K 0.09%
25,996
-6,372
221
$593K 0.09%
2,258
+96
222
$592K 0.09%
40,520
-27,340
223
$586K 0.09%
13,133
+166
224
$575K 0.08%
+5,260
225
$573K 0.08%
33,974
-12,899