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
51
$3.61M 0.48%
44,609
+1,275
52
$3.49M 0.47%
14,456
+1,532
53
$3.46M 0.46%
+64,055
54
$3.46M 0.46%
37,514
-1,207
55
$3.42M 0.46%
19,934
+4,850
56
$3.41M 0.46%
23,560
+520
57
$3.34M 0.45%
118,840
+8,098
58
$3.33M 0.45%
29,749
+3,803
59
$3.31M 0.44%
15,279
-439
60
$3.29M 0.44%
+14,981
61
$3.2M 0.43%
21,993
+938
62
$3.13M 0.42%
19,764
+6,963
63
$3.12M 0.42%
40,927
-2,494
64
$3.11M 0.42%
77,803
+3,106
65
$3.11M 0.42%
40,469
+924
66
$3.09M 0.41%
18,987
-9,404
67
$3.09M 0.41%
10,324
+999
68
$3.08M 0.41%
17,558
+50
69
$2.98M 0.4%
17,437
+13
70
$2.87M 0.38%
7,897
+32
71
$2.85M 0.38%
39,905
-4,543
72
$2.81M 0.38%
54,197
+7,419
73
$2.8M 0.37%
18,906
+11,426
74
$2.78M 0.37%
38,381
+25,989
75
$2.73M 0.36%
89,036
+2,292