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
$252M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Sells

1 +$3M
2 +$972K
3 +$701K
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$699K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$653K

Sector Composition

1 Industrials 6.33%
2 Financials 5.13%
3 Healthcare 4.77%
4 Communication Services 4.74%
5 Technology 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$15.6M 6.18%
357,339
+41,353
2
$7.63M 3.03%
61,156
+2,202
3
$4.91M 1.95%
127,460
-18,200
4
$3.76M 1.49%
33,556
-1,351
5
$3.64M 1.45%
123,071
+8,373
6
$3.51M 1.39%
71,892
+390
7
$3.28M 1.3%
146,441
+883
8
$3.11M 1.24%
21,396
+574
9
$3.04M 1.2%
69,915
+10,237
10
$3M 1.19%
11,852
-1,598
11
$2.88M 1.14%
33,937
-5,226
12
$2.83M 1.12%
60,314
+508
13
$2.75M 1.09%
23,800
+147
14
$2.73M 1.08%
30,746
-988
15
$2.63M 1.04%
32,830
+4,534
16
$2.33M 0.93%
39,960
+33,205
17
$2.3M 0.91%
59,161
+3,098
18
$2.28M 0.9%
9,068
-3,868
19
$2.22M 0.88%
13,004
+367
20
$2.16M 0.86%
29,176
+2,994
21
$2.12M 0.84%
38,830
+2,172
22
$2.03M 0.81%
39,775
-2,437
23
$2.03M 0.81%
15,894
+1,348
24
$1.94M 0.77%
84,438
+639
25
$1.89M 0.75%
27,523
+12,280