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
$734M
AUM Growth
+$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$5.16M
3
+$4.69M
4
TWTR
Twitter, Inc.
TWTR
+$4.51M
5
CAT icon
Caterpillar
CAT
+$4.23M

Top Sells

1
+$14.1M
2
+$8.04M
3
+$3.1M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.64M
5
XYZ
Block Inc
XYZ
+$2.47M

Sector Composition

1 Technology 8.93%
2 Consumer Discretionary 5.47%
3 Communication Services 4.55%
4 Financials 3.79%
5 Healthcare 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.42M 0.19%
27,612
+1,277
152
$1.39M 0.19%
36,391
+2,475
153
$1.35M 0.18%
12,459
-325
154
$1.34M 0.18%
95,359
-82,886
155
$1.33M 0.18%
25,655
-6,884
156
$1.28M 0.17%
14,114
+2,389
157
$1.27M 0.17%
25,350
+1,587
158
$1.27M 0.17%
2,231
+144
159
$1.26M 0.17%
32,216
160
$1.25M 0.17%
14,354
-1,019
161
$1.23M 0.16%
29,949
+4,413
162
$1.23M 0.16%
41,465
+2,741
163
$1.22M 0.16%
25,692
+1,945
164
$1.22M 0.16%
38,136
-1,425
165
$1.2M 0.16%
24,487
-5,121
166
$1.2M 0.16%
6,363
-700
167
$1.19M 0.16%
38,533
+17,154
168
$1.19M 0.16%
36,159
-759
169
$1.16M 0.15%
4,110
-571
170
$1.16M 0.15%
11,498
-1,392
171
$1.14M 0.15%
8,816
-1,858
172
$1.11M 0.15%
2,216
-110
173
$1.09M 0.15%
4,292
+107
174
$1.09M 0.15%
65,469
+545
175
$1.06M 0.14%
21,382
+1,511
5 6
7
8 9