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
$593M
AUM Growth
+$79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$3.27M
3
+$2.52M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.38M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$2.26M

Top Sells

1
+$3.04M
2
+$2.35M
3
+$2.25M
4
GLD icon
SPDR Gold Trust
GLD
+$2.04M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$1.38M

Sector Composition

1 Technology 6.67%
2 Communication Services 4.24%
3 Consumer Discretionary 4.17%
4 Financials 3.73%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.9M 2.69%
+72,109
2
$13.8M 2.34%
113,307
-9,948
3
$12.6M 2.13%
195,722
+1,047
4
$11M 1.85%
451,080
+64,887
5
$9.67M 1.63%
30,291
-7,360
6
$9.09M 1.53%
39,180
+1,283
7
$9.02M 1.52%
193,611
-24,614
8
$8.51M 1.44%
76,410
+12,487
9
$7.23M 1.22%
63,484
+11,852
10
$7.02M 1.18%
31,697
+2,753
11
$6.72M 1.13%
28,506
+112
12
$6.55M 1.11%
105,153
-4,831
13
$6.52M 1.1%
16,397
-1,206
14
$6.33M 1.07%
21,510
+3,522
15
$6.31M 1.07%
159,839
-63
16
$6.09M 1.03%
23,334
-11,639
17
$6.06M 1.02%
244,254
+38,016
18
$6.03M 1.02%
50,256
+9,495
19
$5.52M 0.93%
35,680
+320
20
$5.3M 0.89%
139,529
-3,364
21
$5M 0.84%
46,244
+15,080
22
$4.85M 0.82%
68,457
+733
23
$4.81M 0.81%
91,009
-763
24
$4.53M 0.76%
73,648
-3,378
25
$4.51M 0.76%
180,952
+33,508
1
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