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
476
$9K ﹤0.01%
800
477
$6K ﹤0.01%
16
478
– –
-6,073
479
– –
-640
480
– –
-11,271
481
– –
-555,309
482
– –
-107,509
483
– –
-4,838
484
– –
-10,457
485
– –
-554
486
– –
-2,680
487
– –
-40,949
488
– –
-1,932
489
– –
-14,000
490
– –
-15,032
491
– –
-11,700
492
– –
-11,930
493
– –
-17,488
494
– –
-5,872
495
– –
-29,473
496
– –
-265
497
– –
-523
498
– –
-1,290
499
– –
-5,800
500
– –
-5,846
17 18 19
20
21