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
501
– –
-885
502
– –
-6,520
503
– –
-22,555
504
– –
-42,572
505
– –
-3,565
506
– –
-1,802
507
– –
-6,574
508
– –
-3,258
509
– –
-4,459
510
– –
-11,439
511
– –
-2,519
512
– –
0
513
– –
-4,178
514
– –
-3,053
515
– –
-12,592
516
– –
-754
517
– –
-3,653
518
– –
-3,314
519
– –
-8,532
520
– –
-24,912
521
– –
-2,830
522
– –
-10,280
523
– –
-10,000
17 18 19 20
21