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

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
176
$989K 0.15%
4,185
+1
177
$984K 0.15%
16,387
-1,085
178
$978K 0.15%
+159
179
$970K 0.14%
6,550
-8,641
180
$958K 0.14%
13,902
+3,572
181
$938K 0.14%
2,087
+111
182
$932K 0.14%
33,431
+3,129
183
$917K 0.14%
19,871
+14,383
184
$916K 0.14%
37,011
+4,836
185
$915K 0.14%
10,641
+242
186
$911K 0.14%
30,408
+972
187
$909K 0.14%
9,026
-245
188
$909K 0.14%
2,326
+174
189
$908K 0.14%
33,208
+835
190
$899K 0.13%
41,536
-273
191
$897K 0.13%
7,510
-1,000
192
$880K 0.13%
11,018
-587
193
$874K 0.13%
+20,513
194
$856K 0.13%
3,740
+532
195
$853K 0.13%
32,147
-8,206
196
$846K 0.13%
6,060
+1,146
197
$823K 0.12%
6,333
-29
198
$822K 0.12%
7,066
-1,209
199
$821K 0.12%
15,405
+1,891
200
$821K 0.12%
+4,178