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
$234M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.36M
3
+$1.31M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.23M
5
SSO icon
ProShares Ultra S&P500
SSO
+$1.21M

Top Sells

1
+$4.53M
2
+$4.34M
3
+$4.31M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M
5
VTV icon
Vanguard Value ETF
VTV
+$1.42M

Sector Composition

1 Industrials 6.02%
2 Healthcare 5.09%
3 Financials 4.92%
4 Technology 4.9%
5 Communication Services 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.9M 5.51%
315,986
+11,761
2
$6.33M 2.71%
58,954
+262
3
$5.24M 2.24%
145,660
-5,088
4
$3.9M 1.66%
34,907
+154
5
$3.82M 1.63%
28,154
-32,039
6
$3.36M 1.43%
71,502
+1,605
7
$3.29M 1.41%
39,163
-3,892
8
$3.27M 1.4%
13,450
+2,381
9
$3.27M 1.4%
+145,558
10
$3.27M 1.4%
114,698
+9,338
11
$3.13M 1.34%
12,936
+5,085
12
$2.87M 1.22%
20,822
+9,887
13
$2.77M 1.18%
59,806
+3,571
14
$2.63M 1.12%
23,653
+1,335
15
$2.47M 1.05%
59,678
-36,712
16
$2.3M 0.98%
31,734
+2,842
17
$2.27M 0.97%
28,296
-10,578
18
$2.2M 0.94%
56,063
+3,586
19
$2.18M 0.93%
29,266
-57
20
$2.1M 0.89%
42,212
+2,520
21
$1.94M 0.83%
13,613
+613
22
$1.91M 0.81%
12,637
+184
23
$1.9M 0.81%
36,658
+1,599
24
$1.85M 0.79%
83,799
+2,360
25
$1.83M 0.78%
26,182
+94
1
2 3 4 5