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
101
$1.95M 0.29%
102,609
+5,261
102
$1.91M 0.28%
86,571
+5,251
103
$1.9M 0.28%
101,320
-3,785
104
$1.89M 0.28%
69,351
-1,057
105
$1.88M 0.28%
55,007
+1,138
106
$1.85M 0.28%
8,412
-209
107
$1.84M 0.27%
81,747
+4,602
108
$1.84M 0.27%
7,063
+513
109
$1.83M 0.27%
17,784
+475
110
$1.77M 0.26%
57,921
-3,886
111
$1.75M 0.26%
29,667
-208
112
$1.74M 0.26%
31,971
-258
113
$1.7M 0.25%
12,192
-282
114
$1.69M 0.25%
78,619
+14,053
115
$1.69M 0.25%
+32,672
116
$1.68M 0.25%
55,012
+638
117
$1.66M 0.25%
20,983
-24,118
118
$1.65M 0.24%
32,913
+879
119
$1.64M 0.24%
26,133
+9,507
120
$1.62M 0.24%
2,808
+90
121
$1.59M 0.24%
91,638
-582
122
$1.56M 0.23%
5,030
+37
123
$1.56M 0.23%
11,730
+1,199
124
$1.55M 0.23%
41,245
+19,876
125
$1.53M 0.23%
13,545
-279
3 4
5
6 7