AFP

Ausdal Financial Partners Portfolio holdings

AUM $1.5B
1-Year Est. Return 14%
This Quarter Est. Return
1 Year Est. Return
+14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,356
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$4.92M
3
+$4.61M
4
DVY icon
iShares Select Dividend ETF
DVY
+$4.2M
5
AAPL icon
Apple
AAPL
+$4.17M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.77%
2 Industrials 4.63%
3 Financials 4.62%
4 Healthcare 4.59%
5 Consumer Staples 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.6M 5.89%
+111,645
2
$4.92M 2.49%
+62,352
3
$4.61M 2.33%
+22,481
4
$4.2M 2.12%
+55,832
5
$4.17M 2.11%
+158,308
6
$3.3M 1.67%
+32,395
7
$3.15M 1.59%
+26,089
8
$2.96M 1.49%
+43,497
9
$2.65M 1.34%
+72,216
10
$2.31M 1.17%
+88,880
11
$1.92M 0.97%
+50,157
12
$1.79M 0.9%
+22,116
13
$1.72M 0.87%
+52,680
14
$1.63M 0.82%
+27,996
15
$1.6M 0.81%
+13,355
16
$1.48M 0.75%
+17,493
17
$1.46M 0.74%
+24,648
18
$1.42M 0.72%
+114,955
19
$1.37M 0.69%
+12,863
20
$1.37M 0.69%
+35,144
21
$1.35M 0.68%
+25,672
22
$1.35M 0.68%
+31,111
23
$1.35M 0.68%
+47,001
24
$1.35M 0.68%
+13,121
25
$1.27M 0.64%
+27,353
1
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