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
$324M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$8.33M
2
+$2.97M
3
+$1.81M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.73M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.68M

Top Sells

1
+$5.48M
2
+$1.75M
3
+$1.74M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.4M

Sector Composition

1 Industrials 5.44%
2 Technology 5.3%
3 Financials 4.86%
4 Healthcare 4.5%
5 Communication Services 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.7M 3.61%
277,486
-9,347
2
$8.33M 2.57%
+166,273
3
$8.21M 2.53%
60,521
-775
4
$7.49M 2.31%
53,367
+129
5
$5.62M 1.73%
121,396
+5,268
6
$4.6M 1.42%
26,795
+5,526
7
$4.13M 1.27%
116,861
+12,056
8
$3.47M 1.07%
68,352
-90
9
$3.37M 1.04%
139,070
+16,020
10
$3.15M 0.97%
103,625
+56,788
11
$2.97M 0.92%
+83,802
12
$2.94M 0.91%
21,623
+3,520
13
$2.76M 0.85%
55,196
+4,029
14
$2.75M 0.85%
27,893
+2,693
15
$2.71M 0.84%
29,270
+3,610
16
$2.71M 0.84%
9,971
+1,077
17
$2.61M 0.81%
29,486
+797
18
$2.55M 0.79%
67,693
+133
19
$2.49M 0.77%
12,833
+357
20
$2.32M 0.72%
27,340
+3,140
21
$2.26M 0.7%
33,764
+25,027
22
$2.25M 0.7%
27,616
+1,812
23
$2.25M 0.69%
32,097
+3,633
24
$2.22M 0.69%
21,843
+6,828
25
$2.18M 0.67%
97,724
+6,569
1
2 3 4 5