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
$688M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$12.7M
3
+$9.69M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$7.15M
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$4.9M

Top Sells

1
+$17.6M
2
+$7.86M
3
+$4.29M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.54M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.54M

Sector Composition

1 Technology 4.35%
2 Industrials 4.11%
3 Financials 3.14%
4 Healthcare 2.77%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.7M 8.38%
524,630
+115,354
2
$29M 4.22%
342,189
+230,450
3
$21.1M 3.07%
837,939
+62,211
4
$17.1M 2.48%
379,534
-1,754
5
$16.4M 2.38%
68,267
-731
6
$13.8M 2.01%
279,147
+195,886
7
$12.9M 1.87%
99,146
-6,166
8
$10.7M 1.55%
359,470
-23,986
9
$9.03M 1.31%
120,435
+4,927
10
$7.84M 1.14%
36,548
+18,015
11
$7.71M 1.12%
50,813
-1,460
12
$7.6M 1.11%
28,557
-1,102
13
$7.16M 1.04%
77,001
-5,497
14
$7.15M 1.04%
+85,517
15
$7.1M 1.03%
73,173
-3,529
16
$6.26M 0.91%
26,102
-743
17
$6.07M 0.88%
15,790
+356
18
$5.7M 0.83%
35,258
+545
19
$5.68M 0.83%
408,916
+69,696
20
$5.4M 0.78%
246,888
-3,531
21
$5.39M 0.78%
134,958
-20,841
22
$5.34M 0.78%
92,380
-74,189
23
$5.25M 0.76%
53,202
+13,449
24
$4.9M 0.71%
+21,699
25
$4.8M 0.7%
114,257
+21,733
1
2 3 4 5