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
326
$371K 0.06%
13,680
+70
327
$369K 0.05%
2,899
+19
328
$364K 0.05%
5,200
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329
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3,339
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330
$359K 0.05%
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331
$358K 0.05%
2,406
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332
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3,670
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333
$358K 0.05%
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334
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335
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2,344
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336
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338
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339
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340
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342
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6,202
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343
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344
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3,036
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345
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346
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4,960
347
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348
$319K 0.05%
12,592
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349
$318K 0.05%
15,032
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350
$318K 0.05%
1,901
+77