AFP

Ausdal Financial Partners Portfolio holdings

AUM $1.5B
1-Year Est. Return 14%
This Quarter Est. Return
1 Year Est. Return
+14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,358
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$6.32M
3
+$2.53M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.89M
5
IAU icon
iShares Gold Trust
IAU
+$1.24M

Top Sells

1
+$4.05M
2
+$3.14M
3
+$1.37M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$1.22M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.19M

Sector Composition

1 Technology 4.47%
2 Communication Services 4.41%
3 Industrials 4.23%
4 Consumer Staples 3.8%
5 Healthcare 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.66M 4.35%
73,042
-38,603
2
$7.18M 4.08%
206,040
+190,083
3
$6.32M 3.59%
+160,040
4
$5.13M 2.91%
64,127
+1,775
5
$4.52M 2.57%
55,339
-493
6
$4.39M 2.49%
161,204
+2,896
7
$4.1M 2.33%
39,930
+7,535
8
$3.39M 1.93%
44,324
+827
9
$2.75M 1.56%
92,799
+3,919
10
$2.6M 1.48%
130,161
+126,661
11
$2.58M 1.47%
64,917
+14,760
12
$2.32M 1.32%
27,735
+22,555
13
$2.22M 1.26%
16,984
-9,105
14
$2.21M 1.25%
61,490
-10,726
15
$2.1M 1.19%
25,359
+3,243
16
$1.95M 1.11%
56,387
+3,707
17
$1.8M 1.02%
41,771
+10,660
18
$1.72M 0.98%
27,441
-555
19
$1.68M 0.95%
58,100
+37,530
20
$1.66M 0.94%
15,586
+2,723
21
$1.66M 0.94%
8,062
+2,364
22
$1.51M 0.86%
7,292
-15,189
23
$1.51M 0.86%
38,592
+6,702
24
$1.47M 0.84%
114,355
-600
25
$1.47M 0.83%
25,694
+1,046
1
2 3 4 5