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
201
$821K 0.12%
9,542
-321
202
$815K 0.12%
214,977
-1,000
203
$814K 0.12%
13,615
+82
204
$813K 0.12%
+8,401
205
$800K 0.12%
+24,912
206
$794K 0.12%
7,200
-6,673
207
$793K 0.12%
12,392
+2,830
208
$792K 0.12%
26,687
+181
209
$784K 0.12%
30,398
-500
210
$773K 0.12%
3,667
+5
211
$772K 0.11%
6,489
+586
212
$737K 0.11%
19,083
-1,067
213
$735K 0.11%
13,139
+310
214
$735K 0.11%
3,359
-14,995
215
$735K 0.11%
+25,042
216
$723K 0.11%
28,240
+8,342
217
$720K 0.11%
2,172
+12
218
$717K 0.11%
10,575
+2,012
219
$713K 0.11%
2,230
-38
220
$707K 0.11%
28,936
+4,100
221
$706K 0.11%
11,785
-50
222
$695K 0.1%
8,424
-146
223
$693K 0.1%
19,440
+2,000
224
$686K 0.1%
13,040
+3,580
225
$684K 0.1%
4,000
-1,650
7 8
9
10 11