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
$246M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1 +$1.42M
2 +$1.28M
3 +$1.1M
4
ABBV icon
AbbVie
ABBV
+$917K
5
VV icon
Vanguard Large-Cap ETF
VV
+$710K

Sector Composition

1 Technology 7.12%
2 Industrials 5.87%
3 Communication Services 5.53%
4 Financials 4.68%
5 Healthcare 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.16M 0.88%
124,188
+38,469
27
$2.05M 0.83%
47,201
+32,652
28
$2.02M 0.82%
40,261
+3,377
29
$1.97M 0.8%
24,451
+11,387
30
$1.93M 0.79%
12,359
+55
31
$1.9M 0.77%
17,350
+61
32
$1.85M 0.75%
14,281
+5,468
33
$1.76M 0.72%
11,000
+84
34
$1.74M 0.71%
8,652
+1,783
35
$1.74M 0.71%
16,622
+930
36
$1.67M 0.68%
15,493
+835
37
$1.59M 0.65%
27,748
+319
38
$1.51M 0.61%
25,720
+3,760
39
$1.5M 0.61%
35,371
+11,076
40
$1.5M 0.61%
5,253
+905
41
$1.42M 0.58%
11,618
+878
42
$1.39M 0.56%
83,376
-1,431
43
$1.38M 0.56%
12,417
+1,553
44
$1.36M 0.55%
3,568
+484
45
$1.34M 0.55%
72,837
+8,514
46
$1.33M 0.54%
73,062
+6,945
47
$1.32M 0.54%
9,473
+387
48
$1.29M 0.53%
21,960
-1,140
49
$1.28M 0.52%
12,585
-910
50
$1.21M 0.49%
34,492
+2,353