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
76
$2.54M 0.38%
9,325
+897
77
$2.46M 0.37%
86,744
+3,279
78
$2.45M 0.36%
41,020
+900
79
$2.44M 0.36%
54,449
+47,107
80
$2.39M 0.35%
27,699
-10,167
81
$2.39M 0.35%
39,145
+10,259
82
$2.32M 0.35%
32,648
-2,285
83
$2.32M 0.34%
54,784
+2,310
84
$2.32M 0.34%
15,084
+1,563
85
$2.3M 0.34%
85,462
+20,185
86
$2.28M 0.34%
40,174
+1,010
87
$2.28M 0.34%
42,572
+39,052
88
$2.25M 0.34%
102,299
+8,556
89
$2.25M 0.33%
22,328
+1,411
90
$2.23M 0.33%
26,181
-6,827
91
$2.22M 0.33%
46,778
+2,448
92
$2.22M 0.33%
43,940
+10,022
93
$2.14M 0.32%
5,659
+1,643
94
$2.13M 0.32%
24,064
+872
95
$2.1M 0.31%
12,431
+903
96
$2.1M 0.31%
12,801
+747
97
$2.01M 0.3%
8,342
-109
98
$2.01M 0.3%
19,707
+564
99
$1.99M 0.3%
15,540
+8,032
100
$1.98M 0.29%
12,250
+70
2 3
4
5 6