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
326
$388K 0.05%
2,145
+109
327
$388K 0.05%
4,582
-68
328
$386K 0.05%
+1,285
329
$386K 0.05%
3,643
+4
330
$383K 0.05%
8,248
-203
331
$381K 0.05%
6,109
+153
332
$381K 0.05%
10,796
+1,090
333
$380K 0.05%
9,049
+2,091
334
$379K 0.05%
6,073
+357
335
$377K 0.05%
2,257
-87
336
$374K 0.05%
+9,952
337
$371K 0.05%
13,776
+96
338
$367K 0.05%
5,058
-142
339
$363K 0.05%
6,862
+1,696
340
$360K 0.05%
6,947
-1,706
341
$360K 0.05%
4,960
342
$357K 0.05%
3,235
+199
343
$354K 0.05%
1,574
+392
344
$353K 0.05%
3,865
+328
345
$351K 0.05%
13,310
+1,510
346
$349K 0.05%
4,850
+290
347
$346K 0.05%
6,864
+381
348
$346K 0.05%
8,778
-1,127
349
$342K 0.05%
+2,905
350
$342K 0.05%
512
-21
12 13
14
15 16