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
BDVL
726
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.38B
$301K 0.01%
+12,056
MAXJ
727
iShares Large Cap Max Buffer Jun ETF
MAXJ
$161M
$300K 0.01%
+10,709
IVOG icon
728
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.37B
$299K 0.01%
2,502
+24
BULL
729
Webull Corp
BULL
$4.3B
$299K 0.01%
+20,198
BTU icon
730
Peabody Energy
BTU
$3.75B
$297K 0.01%
+11,217
RITM icon
731
Rithm Capital
RITM
$6.19B
$297K 0.01%
26,102
+8,868
DNP icon
732
DNP Select Income Fund
DNP
$3.71B
$297K 0.01%
29,637
+2,663
XEL icon
733
Xcel Energy
XEL
$43B
$296K 0.01%
+3,669
ROP icon
734
Roper Technologies
ROP
$47.9B
$295K 0.01%
+591
VTS icon
735
Vitesse Energy
VTS
$750M
$294K 0.01%
12,674
+953
BUD icon
736
AB InBev
BUD
$126B
$293K 0.01%
4,920
+110
IGIB icon
737
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.9B
$291K 0.01%
+5,381
HEI icon
738
HEICO Corp
HEI
$45.5B
$291K 0.01%
902
+5
NSC icon
739
Norfolk Southern
NSC
$65.4B
$291K 0.01%
+969
BUFQ icon
740
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.12B
$290K 0.01%
+8,326
NCLH icon
741
Norwegian Cruise Line
NCLH
$10.5B
$288K 0.01%
11,679
+16
NXPI icon
742
NXP Semiconductors
NXPI
$56.9B
$287K 0.01%
+1,262
MSTY icon
743
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.63B
$287K 0.01%
20,533
+4,271
LULU icon
744
lululemon athletica
LULU
$24.6B
$286K 0.01%
1,605
+739
INDA icon
745
iShares MSCI India ETF
INDA
$9.59B
$284K 0.01%
5,457
+862
KKR icon
746
KKR & Co
KKR
$116B
$284K 0.01%
2,184
+141
CGIE icon
747
Capital Group International Equity ETF
CGIE
$1.34B
$284K 0.01%
+8,416
DELL icon
748
Dell
DELL
$83.8B
$283K 0.01%
+1,997
ZNOV
749
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$116M
$283K 0.01%
+10,717
CMI icon
750
Cummins
CMI
$69.9B
$283K 0.01%
+669