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
$195M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.98M
3
+$1.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.18M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.15M

Top Sells

1
+$6.73M
2
+$650K
3
+$613K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$443K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$408K

Sector Composition

1 Industrials 4.26%
2 Healthcare 4.03%
3 Communication Services 4.01%
4 Consumer Staples 3.85%
5 Technology 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.36M 4.29%
77,994
+4,952
2
$6.82M 3.5%
175,104
+15,064
3
$5.4M 2.77%
66,823
+2,696
4
$5.38M 2.76%
50,239
+10,309
5
$4.72M 2.42%
55,393
+54
6
$3.91M 2%
163,440
+2,236
7
$3.84M 1.97%
138,673
+8,512
8
$3.61M 1.85%
47,570
+3,246
9
$3.14M 1.61%
96,083
+3,284
10
$2.96M 1.52%
39,789
+28,004
11
$2.8M 1.44%
69,447
+4,530
12
$2.51M 1.29%
29,742
+4,383
13
$2.5M 1.28%
28,191
+456
14
$2.49M 1.28%
70,297
+8,807
15
$2.26M 1.16%
16,281
-703
16
$2.16M 1.11%
61,226
+4,839
17
$2.11M 1.08%
82,847
+25,524
18
$1.98M 1.01%
+48,140
19
$1.94M 1%
28,136
+695
20
$1.92M 0.99%
16,632
+10,210
21
$1.75M 0.9%
8,310
+1,018
22
$1.72M 0.88%
57,440
-660
23
$1.72M 0.88%
16,000
+414
24
$1.71M 0.88%
39,836
-1,935
25
$1.69M 0.87%
42,369
+3,777
1
2 3 4 5