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

Top Sells

1
+$9.3M
2
+$5.56M
3
+$3.28M
4
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$1.95M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$1.91M

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
451
$161K 0.02%
19,500
+4,500
452
$158K 0.02%
20,544
-500
453
$154K 0.02%
11,930
+8
454
$124K 0.02%
12,710
-4,908
455
$116K 0.02%
+14,559
456
$109K 0.02%
10,530
457
$98K 0.01%
10,000
458
$90K 0.01%
16,000
459
$83K 0.01%
+14,000
460
$81K 0.01%
22,175
461
$78K 0.01%
+15,142
462
$76K 0.01%
10,000
463
$72K 0.01%
12,274
464
$70K 0.01%
11,439
+439
465
$68K 0.01%
46,900
+7,000
466
$65K 0.01%
640
467
$64K 0.01%
7,000
468
$59K 0.01%
754
469
$36K 0.01%
10,280
-250
470
$32K ﹤0.01%
+20,000
471
$28K ﹤0.01%
+18,550
472
$27K ﹤0.01%
4,048
+1,028
473
$16K ﹤0.01%
800
474
$12K ﹤0.01%
16
475
– –
-2,005
17 18
19
20 21