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
126
$1.52M 0.23%
24,960
+3,640
127
$1.51M 0.22%
50,142
+15,375
128
$1.5M 0.22%
54,960
+7,729
129
$1.49M 0.22%
4,550
+281
130
$1.48M 0.22%
89,313
+1,160
131
$1.46M 0.22%
+20,748
132
$1.46M 0.22%
3,695
+678
133
$1.45M 0.22%
24,690
+1,174
134
$1.45M 0.22%
32,539
-125,101
135
$1.42M 0.21%
30,615
-129
136
$1.42M 0.21%
26,778
+15,423
137
$1.4M 0.21%
29,435
-940
138
$1.4M 0.21%
25,899
-357
139
$1.4M 0.21%
12,784
+536
140
$1.39M 0.21%
26,335
-37
141
$1.36M 0.2%
13,414
+464
142
$1.35M 0.2%
29,608
-957
143
$1.34M 0.2%
15,373
+651
144
$1.34M 0.2%
21,966
+11,034
145
$1.31M 0.2%
+12,890
146
$1.31M 0.2%
4,681
+665
147
$1.3M 0.19%
10,604
-19
148
$1.29M 0.19%
4,727
149
$1.27M 0.19%
19,869
+16,129
150
$1.26M 0.19%
60,660
-6,060
4 5
6
7 8