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
$734M
AUM Growth
+$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1 +$5.29M
2 +$5.16M
3 +$4.69M
4
TWTR
Twitter, Inc.
TWTR
+$4.51M
5
CAT icon
Caterpillar
CAT
+$4.23M

Top Sells

1 +$14.1M
2 +$8.04M
3 +$3.1M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.64M
5
XYZ
Block Inc
XYZ
+$2.47M

Sector Composition

1 Technology 8.93%
2 Consumer Discretionary 5.47%
3 Communication Services 4.55%
4 Financials 3.79%
5 Healthcare 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$430K 0.06%
10,427
+17
302
$429K 0.06%
16,492
-109
303
$429K 0.06%
3,041
+142
304
$424K 0.06%
1,181
-7
305
$423K 0.06%
5,814
-350
306
$423K 0.06%
12,755
307
$422K 0.06%
+1,849
308
$420K 0.06%
647
309
$420K 0.06%
3,050
-1,720
310
$419K 0.06%
27,906
-1,241
311
$419K 0.06%
9,645
-254
312
$415K 0.06%
11,101
+3,502
313
$413K 0.06%
8,370
-791
314
$412K 0.06%
9,455
+4
315
$410K 0.05%
15,258
+175
316
$410K 0.05%
5,273
-18
317
$410K 0.05%
38,344
+1,295
318
$410K 0.05%
7,001
+799
319
$409K 0.05%
6,683
-2,294
320
$404K 0.05%
6,905
-1,965
321
$403K 0.05%
1,531
+624
322
$402K 0.05%
2,434
+28
323
$398K 0.05%
33,950
324
$395K 0.05%
3,223
+136
325
$389K 0.05%
6,534
-56