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
$936M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$4.65M
3
+$3.48M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.34M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$2.36M

Top Sells

1
+$3.25M
2
+$2.79M
3
+$2.52M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$1.21M
5
BND icon
Vanguard Total Bond Market
BND
+$999K

Sector Composition

1 Technology 6.07%
2 Industrials 3.76%
3 Financials 2.69%
4 Consumer Discretionary 1.99%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$856K 0.09%
79,353
+20,078
202
$841K 0.09%
1,651
-9
203
$836K 0.09%
8,366
+107
204
$825K 0.09%
68,703
+6,838
205
$820K 0.09%
+10,951
206
$807K 0.09%
+15,373
207
$799K 0.09%
13,949
-3,559
208
$796K 0.09%
8,096
-352
209
$791K 0.08%
10,084
-9
210
$788K 0.08%
+37,201
211
$786K 0.08%
12,356
-516
212
$768K 0.08%
24,445
+4,797
213
$765K 0.08%
3,629
+5
214
$764K 0.08%
7,389
215
$763K 0.08%
+21,986
216
$754K 0.08%
85,884
+2,763
217
$753K 0.08%
33,518
+10,411
218
$753K 0.08%
33,512
219
$752K 0.08%
25,001
-35
220
$738K 0.08%
5,958
+75
221
$737K 0.08%
2,734
+11
222
$737K 0.08%
4,996
-333
223
$728K 0.08%
5,726
-213
224
$707K 0.08%
39,574
+281
225
$703K 0.08%
24,770
-644
7 8
9
10 11