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
$808M
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Sells

1 +$45.2M
2 +$10.4M
3 +$4.79M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.72M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.52M

Sector Composition

1 Technology 5.23%
2 Industrials 4.1%
3 Financials 3.33%
4 Consumer Discretionary 2.42%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$75.4M 9.32%
684,376
+654,609
2
$30.4M 3.76%
298,528
-17,936
3
$23.2M 2.87%
914,133
+5,178
4
$20.7M 2.56%
69,935
+1,170
5
$19.9M 2.46%
355,774
+25,238
6
$16.7M 2.07%
86,993
-552
7
$14.9M 1.85%
142,782
-6,876
8
$14.9M 1.84%
437,993
+39,203
9
$12.2M 1.5%
132,956
+124,253
10
$12.1M 1.5%
582,680
+34,096
11
$10.3M 1.27%
103,037
+38,441
12
$10.3M 1.27%
128,427
-829
13
$10.1M 1.25%
24,735
-979
14
$9.55M 1.18%
25,395
+41
15
$8.73M 1.08%
80,527
+1,571
16
$8.39M 1.04%
31,996
-1,764
17
$8.27M 1.02%
83,300
-1,774
18
$8.19M 1.01%
40,793
-1,543
19
$6.98M 0.86%
138,758
+114,857
20
$6.75M 0.83%
140,834
-99,920
21
$6.6M 0.82%
26,553
-757
22
$6.57M 0.81%
261,600
+8,790
23
$6.55M 0.81%
161,513
+1,969
24
$6.47M 0.8%
66,549
-631
25
$6.11M 0.76%
12,792
-202