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
26
$5.09M 0.68%
15,850
+1,998
27
$5M 0.67%
53,696
+44,654
28
$4.89M 0.65%
134,123
+11,691
29
$4.72M 0.63%
49,912
-42
30
$4.71M 0.63%
230,112
+5,328
31
$4.67M 0.62%
108,055
+104,385
32
$4.64M 0.62%
72,951
+7,814
33
$4.58M 0.61%
89,740
+12,357
34
$4.47M 0.6%
9,766
+437
35
$4.3M 0.58%
16,154
+698
36
$4.26M 0.57%
19,292
-656
37
$4.14M 0.55%
22,791
-1,884
38
$4.14M 0.55%
218,046
+39,378
39
$4.06M 0.54%
38,343
-1,469
40
$4.05M 0.54%
34,845
+4,274
41
$3.9M 0.52%
11,085
-69
42
$3.9M 0.52%
26,920
-360
43
$3.84M 0.51%
69,096
+1,126
44
$3.83M 0.51%
56,201
-3,485
45
$3.83M 0.51%
11,166
+121
46
$3.76M 0.5%
119,604
+29,094
47
$3.73M 0.5%
16,521
-1,386
48
$3.7M 0.5%
31,269
-1,000
49
$3.66M 0.49%
20,037
-2,162
50
$3.63M 0.48%
87,377
-341
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2
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