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
$198M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,356
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$4.92M
3 +$4.61M
4
DVY icon
iShares Select Dividend ETF
DVY
+$4.2M
5
AAPL icon
Apple
AAPL
+$4.17M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.77%
2 Industrials 4.63%
3 Financials 4.62%
4 Healthcare 4.59%
5 Consumer Staples 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$30K 0.02%
+6,288
602
$30K 0.02%
+341
603
$30K 0.02%
+2,000
604
$30K 0.02%
+636
605
$29K 0.01%
+1,940
606
$29K 0.01%
+198
607
$29K 0.01%
+259
608
$29K 0.01%
+1,678
609
$29K 0.01%
+545
610
$29K 0.01%
+625
611
$29K 0.01%
+2,560
612
$29K 0.01%
+238
613
$29K 0.01%
+1,500
614
$29K 0.01%
+1,080
615
$28K 0.01%
+91
616
$28K 0.01%
+648
617
$28K 0.01%
+2,073
618
$28K 0.01%
+23
619
$28K 0.01%
+387
620
$28K 0.01%
+649
621
$28K 0.01%
+662
622
$27K 0.01%
+1,000
623
$27K 0.01%
+712
624
$27K 0.01%
+958
625
$27K 0.01%
+775