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

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
251
$571K 0.08%
6,723
-58
252
$566K 0.08%
10,047
+195
253
$556K 0.08%
11,271
-148
254
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11,740
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255
$550K 0.08%
4,308
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256
$549K 0.08%
+9,142
257
$547K 0.08%
3,610
-150
258
$546K 0.08%
2,727
259
$545K 0.08%
4,857
-12
260
$543K 0.08%
7,230
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261
$542K 0.08%
7,761
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262
$539K 0.08%
5,474
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263
$539K 0.08%
27,658
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264
$538K 0.08%
14,612
-300
265
$511K 0.08%
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266
$505K 0.08%
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2,786
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$499K 0.07%
28,121
+6,958
269
$498K 0.07%
10,738
-312
270
$491K 0.07%
24,129
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271
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2,106
-136
272
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10,845
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273
$484K 0.07%
17,116
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274
$482K 0.07%
25,341
275
$477K 0.07%
6,420
+1,103