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
$246M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.28M
3
+$1.1M
4
ABBV icon
AbbVie
ABBV
+$917K
5
VV icon
Vanguard Large-Cap ETF
VV
+$710K

Top Sells

1
+$3.44M
2
+$1.74M
3
+$488K
4
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$382K
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$312K

Sector Composition

1 Technology 7.12%
2 Industrials 5.87%
3 Communication Services 5.53%
4 Financials 4.68%
5 Healthcare 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.4M 5.44%
185,277
+2,163
2
$7.72M 3.14%
56,995
+1,082
3
$7.52M 3.06%
51,962
+112
4
$6.11M 2.49%
128,676
+9,016
5
$5.81M 2.36%
112,334
-52
6
$5.38M 2.19%
116,297
-1,699
7
$5.26M 2.14%
42,608
+660
8
$4.97M 2.02%
98,916
+4,780
9
$3.63M 1.48%
101,491
+4,013
10
$3.34M 1.36%
37,560
+920
11
$3.33M 1.35%
100,231
-2,874
12
$3.17M 1.29%
141,548
-1,697
13
$3.06M 1.25%
18,380
+1,542
14
$3.05M 1.24%
104,532
+5,973
15
$2.94M 1.2%
33,189
+1,583
16
$2.88M 1.17%
121,427
+7,375
17
$2.78M 1.13%
15,492
+2,718
18
$2.76M 1.12%
23,392
+1,912
19
$2.73M 1.11%
42,311
-3,582
20
$2.6M 1.06%
49,385
+5,713
21
$2.6M 1.06%
9,186
+819
22
$2.55M 1.04%
48,797
+24,581
23
$2.52M 1.02%
103,171
+5,282
24
$2.33M 0.95%
26,776
+4,168
25
$2.19M 0.89%
40,660
+391
1
2 3 4 5