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
$808M
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Sells

1 +$45.2M
2 +$10.4M
3 +$4.79M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.72M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.52M

Sector Composition

1 Technology 5.22%
2 Industrials 4.1%
3 Financials 3.33%
4 Consumer Discretionary 2.42%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$730K 0.09%
23,775
202
$727K 0.09%
7,188
-150
203
$714K 0.09%
39,128
-4,838
204
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33,455
205
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3,668
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206
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29,986
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$692K 0.09%
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208
$687K 0.08%
5,161
209
$682K 0.08%
28,193
-2,451
210
$678K 0.08%
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211
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58,235
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212
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3,207
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214
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215
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12,461
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12,636
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219
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2,202
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$626K 0.08%
30,900
221
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$607K 0.08%
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223
$597K 0.07%
76,142
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224
$592K 0.07%
9,648
-28
225
$586K 0.07%
22,736
-50