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
301
$426K 0.06%
+5,767
302
$425K 0.06%
16,662
-3,776
303
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5,291
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304
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306
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1,188
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307
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308
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310
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647
312
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314
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315
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316
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324
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325
$372K 0.06%
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