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
$198M
AUM Growth
+$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.39M
3
+$1.16M
4
UVXY icon
ProShares Ultra VIX Short-Term Futures ETF
UVXY
+$745K
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$732K

Top Sells

1
+$6.82M
2
+$3.17M
3
+$974K
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$816K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$632K

Sector Composition

1 Communication Services 4.42%
2 Industrials 4.36%
3 Healthcare 4.32%
4 Technology 4.19%
5 Consumer Staples 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.99M 3.02%
74,373
+7,550
2
$5.64M 2.84%
51,196
+957
3
$5.51M 2.78%
49,478
-28,516
4
$4.59M 2.31%
53,572
-1,821
5
$4.37M 2.2%
154,772
-8,668
6
$4.24M 2.14%
47,753
+183
7
$3.71M 1.87%
140,550
+1,877
8
$3.59M 1.81%
16,489
+8,179
9
$3.24M 1.63%
105,532
+9,449
10
$3.05M 1.54%
39,719
-70
11
$3.02M 1.52%
69,342
-105
12
$2.96M 1.49%
79,238
+8,941
13
$2.73M 1.38%
32,476
+2,734
14
$2.69M 1.36%
31,025
+2,834
15
$2.67M 1.35%
71,035
+9,809
16
$2.54M 1.28%
20,794
+4,162
17
$2.19M 1.1%
86,296
+3,449
18
$1.99M 1%
47,442
-698
19
$1.91M 0.96%
48,405
+6,036
20
$1.84M 0.93%
16,403
+403
21
$1.82M 0.92%
21,697
+4,054
22
$1.78M 0.9%
28,196
+60
23
$1.75M 0.88%
27,832
+1,264
24
$1.75M 0.88%
8,077
+389
25
$1.73M 0.87%
27,678
-76
1
2 3 4 5