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
26
$4.33M 0.64%
24,675
-2,291
27
$4.25M 0.63%
28,391
-949
28
$4.16M 0.62%
224,784
+22,560
29
$4.12M 0.61%
65,137
+3,008
30
$4.05M 0.6%
22,199
-548
31
$4.02M 0.6%
13,852
+193
32
$4.01M 0.6%
19,948
-337
33
$3.98M 0.59%
39,812
-202
34
$3.92M 0.58%
17,907
-3,696
35
$3.92M 0.58%
59,686
-1,080
36
$3.91M 0.58%
77,383
+2,148
37
$3.82M 0.57%
15,456
+731
38
$3.77M 0.56%
127,980
-1,062
39
$3.75M 0.56%
178,245
-2,336
40
$3.74M 0.56%
9,329
+1,726
41
$3.73M 0.56%
87,718
-3,556
42
$3.7M 0.55%
11,045
-123
43
$3.63M 0.54%
27,280
+960
44
$3.59M 0.53%
32,269
+393
45
$3.55M 0.53%
43,334
-390
46
$3.55M 0.53%
30,571
-294
47
$3.5M 0.52%
15,718
+689
48
$3.46M 0.51%
56,877
+1,457
49
$3.42M 0.51%
67,970
+188
50
$3.3M 0.49%
38,721
-922
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2
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