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
$672M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.84M
3
+$3.43M
4
AAPL icon
Apple
AAPL
+$2.77M
5
META icon
Meta Platforms (Facebook)
META
+$2.6M

Top Sells

1
+$9.3M
2
+$5.56M
3
+$3.28M
4
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$1.95M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$1.91M

Sector Composition

1 Technology 8.09%
2 Consumer Discretionary 4.81%
3 Communication Services 4.37%
4 Financials 3.74%
5 Healthcare 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.24M 0.48%
62,132
-6,782
52
$3.23M 0.48%
31,726
+619
53
$3.14M 0.47%
110,742
+5,392
54
$3.1M 0.46%
178,668
+10,362
55
$3.08M 0.46%
23,040
-20
56
$3.08M 0.46%
43,421
-2,862
57
$3.01M 0.45%
17,424
+7,936
58
$2.98M 0.44%
39,545
+675
59
$2.97M 0.44%
44,448
+671
60
$2.95M 0.44%
74,697
-4,096
61
$2.88M 0.43%
11,154
-819
62
$2.87M 0.43%
12,924
+1,684
63
$2.86M 0.43%
17,424
+395
64
$2.83M 0.42%
90,510
+15,814
65
$2.77M 0.41%
21,055
+863
66
$2.76M 0.41%
17,508
+95
67
$2.74M 0.41%
198,685
-8,304
68
$2.68M 0.4%
25,946
+4,688
69
$2.68M 0.4%
43,365
-150,661
70
$2.66M 0.4%
7,865
-353
71
$2.63M 0.39%
17,605
+7,510
72
$2.62M 0.39%
15,477
-9,467
73
$2.59M 0.38%
9,534
+2,555
74
$2.57M 0.38%
126,112
-3,073
75
$2.57M 0.38%
77,772
+52,798
1 2
3
4 5