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
$213M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$5.96M
3
+$2.23M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.22M
5
CAT icon
Caterpillar
CAT
+$1.19M

Top Sells

1
+$2.02M
2
+$1.72M
3
+$1.68M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.41M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.39M

Sector Composition

1 Industrials 5.07%
2 Financials 4.32%
3 Communication Services 4.23%
4 Technology 4.02%
5 Healthcare 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.57M 4.49%
267,451
+196,416
2
$6.83M 3.2%
99,252
+86,626
3
$6.47M 3.04%
81,561
+7,188
4
$5.62M 2.63%
60,550
+12,797
5
$5.54M 2.6%
50,703
-493
6
$5.45M 2.55%
47,217
-2,261
7
$4.73M 2.22%
53,386
-186
8
$4.33M 2.03%
149,388
-5,384
9
$3.69M 1.73%
101,035
+21,797
10
$3.63M 1.7%
28,155
+7,361
11
$3.45M 1.62%
15,316
-1,173
12
$3.41M 1.6%
106,101
+569
13
$3.34M 1.57%
70,242
+900
14
$3.04M 1.42%
37,747
-1,972
15
$2.58M 1.21%
31,933
-543
16
$2.48M 1.17%
75,135
+26,130
17
$2.35M 1.1%
55,820
+8,378
18
$2.23M 1.05%
+21,814
19
$1.98M 0.93%
29,347
+1,151
20
$1.91M 0.89%
17,106
+703
21
$1.88M 0.88%
22,030
+333
22
$1.85M 0.87%
26,404
-1,274
23
$1.84M 0.86%
49,483
+1,078
24
$1.81M 0.85%
39,630
+26,635
25
$1.72M 0.8%
27,402
-430
1
2 3 4 5