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
201
$837K 0.11%
7,155
-45
202
$831K 0.11%
3,590
-150
203
$829K 0.11%
5,509
-2,001
204
$828K 0.11%
28,736
-200
205
$823K 0.11%
6,628
+139
206
$812K 0.11%
8,465
+64
207
$809K 0.11%
14,584
-47,548
208
$807K 0.11%
9,969
+1,252
209
$798K 0.11%
13,464
-2,923
210
$790K 0.11%
10,069
-949
211
$787K 0.11%
30,938
+2,698
212
$777K 0.1%
30,698
+300
213
$774K 0.1%
26,135
+1,093
214
$774K 0.1%
5,497
-175
215
$768K 0.1%
5,479
-83
216
$763K 0.1%
7,070
+297
217
$762K 0.1%
10,562
-13
218
$758K 0.1%
20,705
+1,622
219
$754K 0.1%
10,423
220
$732K 0.1%
33,325
-8,211
221
$731K 0.1%
8,431
+7
222
$723K 0.1%
6,088
-462
223
$706K 0.09%
255,977
+41,000
224
$704K 0.09%
13,508
+306
225
$690K 0.09%
4,271
-15,285
7 8
9
10 11