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
376
$276K 0.04%
1,168
-34
377
$275K 0.04%
5,166
+1,205
378
$273K 0.04%
1,953
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3,298
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380
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381
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+6,958
382
$270K 0.04%
11,800
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383
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$267K 0.04%
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385
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1,210
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386
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1,272
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391
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31,623
395
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1,269
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839
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$245K 0.04%
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399
$242K 0.04%
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400
$241K 0.04%
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