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
151
$1.25M 0.19%
10,674
-1,661
152
$1.25M 0.19%
19,712
+9,563
153
$1.24M 0.18%
48,777
+6,538
154
$1.22M 0.18%
36,918
+1,914
155
$1.21M 0.18%
39,561
-1,382
156
$1.2M 0.18%
23,763
-1,645
157
$1.2M 0.18%
7,992
+41
158
$1.2M 0.18%
+40,949
159
$1.2M 0.18%
32,216
-314
160
$1.18M 0.18%
33,916
+13,250
161
$1.18M 0.18%
38,724
+3,252
162
$1.16M 0.17%
+4,949
163
$1.15M 0.17%
26,783
-814
164
$1.14M 0.17%
22,555
-153
165
$1.13M 0.17%
11,725
+1,843
166
$1.11M 0.16%
8,577
-252
167
$1.09M 0.16%
64,924
+28,114
168
$1.08M 0.16%
+7,296
169
$1.08M 0.16%
23,747
-600
170
$1.08M 0.16%
7,480
+5,089
171
$1.07M 0.16%
11,289
+6
172
$1.01M 0.15%
8,991
+2
173
$1M 0.15%
7,963
174
$995K 0.15%
25,536
-49,959
175
$994K 0.15%
29,766
+949
5 6
7
8 9