AFP

Ausdal Financial Partners Portfolio holdings

AUM $2.05B
1-Year Est. Return 15.74%
This Quarter Est. Return
1 Year Est. Return
+15.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$672M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.84M
3
+$3.43M
4
AAPL icon
Apple
AAPL
+$2.77M
5
META icon
Meta Platforms (Facebook)
META
+$2.6M

Top Sells

1
+$9.3M
2
+$5.56M
3
+$3.28M
4
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$1.95M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$1.91M

Sector Composition

1 Technology 8.09%
2 Consumer Discretionary 4.81%
3 Communication Services 4.37%
4 Financials 3.74%
5 Healthcare 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$677K 0.1%
+4,036
227
$675K 0.1%
6,175
-5,120
228
$674K 0.1%
5,562
+83
229
$671K 0.1%
8,977
-19,658
230
$671K 0.1%
10,423
-317
231
$670K 0.1%
5,672
-80
232
$668K 0.1%
9,516
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233
$668K 0.1%
21,379
-559
234
$667K 0.1%
6,773
-162
235
$659K 0.1%
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236
$647K 0.1%
4,770
-8,380
237
$643K 0.1%
23,870
-793
238
$642K 0.1%
9,042
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239
$641K 0.1%
8,717
-12,331
240
$627K 0.09%
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241
$626K 0.09%
2,132
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242
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14,654
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243
$622K 0.09%
13,202
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244
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12,215
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245
$603K 0.09%
1,747
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246
$591K 0.09%
11,262
-1,535
247
$587K 0.09%
15,854
248
$576K 0.09%
11,870
+410
249
$574K 0.09%
9,425
-3
250
$573K 0.09%
2,370
+100
8 9
10
11 12