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
$222M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.27M
3
+$1.46M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$838K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$794K

Top Sells

1
+$4.54M
2
+$4.31M
3
+$3.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.04M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.77M

Sector Composition

1 Industrials 5.6%
2 Financials 4.74%
3 Technology 4.7%
4 Communication Services 4.5%
5 Healthcare 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.1M 5.44%
304,225
+36,774
2
$8.02M 3.61%
60,193
+32,038
3
$5.44M 2.45%
58,692
-1,858
4
$5.41M 2.44%
150,748
+1,360
5
$4.82M 2.17%
69,702
-29,550
6
$4.76M 2.14%
+52,368
7
$3.85M 1.73%
34,753
-15,950
8
$3.79M 1.71%
96,390
-4,645
9
$3.57M 1.61%
43,055
+5,308
10
$3.36M 1.51%
69,897
-345
11
$3.31M 1.49%
105,360
-741
12
$3.1M 1.4%
38,874
-42,687
13
$2.63M 1.18%
11,069
-4,247
14
$2.55M 1.15%
56,235
+415
15
$2.41M 1.09%
22,318
+504
16
$2.09M 0.94%
29,323
-24
17
$2.07M 0.93%
16,990
-116
18
$2.03M 0.91%
52,477
+2,994
19
$1.91M 0.86%
39,692
+62
20
$1.88M 0.85%
28,892
+1,490
21
$1.86M 0.84%
81,439
+8,409
22
$1.85M 0.83%
7,851
+2,880
23
$1.81M 0.82%
22,343
-9,590
24
$1.81M 0.82%
13,000
+573
25
$1.81M 0.81%
26,088
-316
1
2 3 4 5