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
$2.05B
AUM Growth
+$553M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1 +$17.6M
2 +$17.5M
3 +$10.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.3M
5
AEBI
Aebi Schmidt Holding AG
AEBI
+$9.71M

Top Sells

1 +$29.1M
2 +$16.7M
3 +$9.39M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$6.47M
5
DMAY icon
FT Vest US Equity Deep Buffer ETF May
DMAY
+$5.19M

Sector Composition

1 Technology 10.51%
2 Industrials 4.08%
3 Communication Services 3.48%
4 Financials 3.42%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CB icon
576
Chubb
CB
$122B
$465K 0.02%
+1,647
MET icon
577
MetLife
MET
$53.7B
$463K 0.02%
+5,619
XTEN icon
578
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$764M
$462K 0.02%
9,900
+3,072
XMPT icon
579
VanEck CEF Muni Income ETF
XMPT
$194M
$461K 0.02%
21,074
+1,711
TMO icon
580
Thermo Fisher Scientific
TMO
$213B
$461K 0.02%
+950
GDXJ icon
581
VanEck Junior Gold Miners ETF
GDXJ
$9.71B
$459K 0.02%
4,630
-60
BDX icon
582
Becton Dickinson
BDX
$55.8B
$458K 0.02%
+2,447
NBIS
583
Nebius Group N.V.
NBIS
$22.5B
$453K 0.02%
+4,035
CGSD icon
584
Capital Group Short Duration Income ETF
CGSD
$1.82B
$452K 0.02%
17,402
+683
IEUR icon
585
iShares Core MSCI Europe ETF
IEUR
$6.89B
$448K 0.02%
+6,574
IEI icon
586
iShares 3-7 Year Treasury Bond ETF
IEI
$17.4B
$447K 0.02%
+3,739
DY icon
587
Dycom Industries
DY
$9.97B
$444K 0.02%
1,521
+65
MAR icon
588
Marriott International
MAR
$83.2B
$443K 0.02%
1,700
+398
FBTC icon
589
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.6B
$442K 0.02%
4,431
-92
IDXX icon
590
Idexx Laboratories
IDXX
$55.9B
$442K 0.02%
692
+123
IDMO icon
591
Invesco S&P International Developed Momentum ETF
IDMO
$2.35B
$442K 0.02%
8,185
+1,052
IDLV icon
592
Invesco S&P International Developed Low Volatility ETF
IDLV
$327M
$441K 0.02%
13,176
+211
SHYG icon
593
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.84B
$441K 0.02%
+10,185
CVS icon
594
CVS Health
CVS
$98.7B
$441K 0.02%
5,848
+1,550
ULTA icon
595
Ulta Beauty
ULTA
$26.5B
$439K 0.02%
+804
VONV icon
596
Vanguard Russell 1000 Value ETF
VONV
$14.4B
$439K 0.02%
4,912
+2,108
AZN icon
597
AstraZeneca
AZN
$283B
$437K 0.02%
+5,701
APOC
598
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$118M
$437K 0.02%
16,867
+733
DD icon
599
DuPont de Nemours
DD
$17.3B
$434K 0.02%
13,315
+65
ARKQ icon
600
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.7B
$430K 0.02%
+3,856