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
$726M
AUM Growth
-$5.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$45.2M
2 +$10.4M
3 +$6.17M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.06M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.34M

Sector Composition

1 Technology 4.98%
2 Industrials 4.08%
3 Financials 3.08%
4 Consumer Discretionary 2.46%
5 Healthcare 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$659K 0.09%
22,786
+1,933
202
$654K 0.09%
19,727
-910
203
$648K 0.09%
19,219
+8
204
$645K 0.09%
2,730
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205
$640K 0.09%
15,270
-31
206
$639K 0.09%
6,577
-44
207
$637K 0.09%
20,104
+11,518
208
$632K 0.09%
7,288
+960
209
$631K 0.09%
2,159
+153
210
$628K 0.09%
14,084
+3,151
211
$628K 0.09%
8,722
-1,967
212
$625K 0.09%
56,271
-3,586
213
$625K 0.09%
3,813
+22
214
$622K 0.09%
6,099
-812
215
$620K 0.09%
5,161
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216
$614K 0.08%
79,949
+23,408
217
$609K 0.08%
14,814
+275
218
$607K 0.08%
25,423
-26
219
$604K 0.08%
4,695
-947
220
$599K 0.08%
7,996
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221
$597K 0.08%
15,018
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222
$584K 0.08%
4,859
+92
223
$584K 0.08%
20,304
+3,500
224
$576K 0.08%
4,995
+54
225
$576K 0.08%
1,030
+152