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
$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
Materials Select Sector SPDR Fund
XLB
+$1.91M

Sector Composition

1 Technology 8.15%
2 Consumer Discretionary 4.81%
3 Communication Services 4.37%
4 Financials 3.74%
5 Healthcare 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18M 2.67%
126,929
+19,559
2
$14.8M 2.21%
41,425
+10,715
3
$14.3M 2.13%
578,409
+86,409
4
$14.1M 2.1%
555,309
-12,640
5
$11.1M 1.65%
67,620
+30,960
6
$10.4M 1.55%
91,596
+8,060
7
$10.3M 1.53%
30,330
+7,674
8
$9.96M 1.48%
23,204
+7,988
9
$9.93M 1.48%
196,868
+9,020
10
$9.18M 1.37%
79,943
+5,019
11
$8.19M 1.22%
29,064
+1,301
12
$8.04M 1.2%
107,509
-1,152
13
$7.91M 1.18%
41,201
-84
14
$7.38M 1.1%
288,726
+18,201
15
$7.02M 1.04%
16,297
-371
16
$6.94M 1.03%
29,321
-3,304
17
$6.78M 1.01%
62,817
+12,846
18
$6.71M 1%
171,161
+19,805
19
$5.6M 0.83%
104,553
-612
20
$5.52M 0.82%
49,954
+1,370
21
$5.2M 0.77%
207,880
+10,444
22
$5.07M 0.75%
82,470
+953
23
$4.69M 0.7%
19,556
+4,783
24
$4.64M 0.69%
327,879
+98,850
25
$4.43M 0.66%
122,432
+7,454
1
2 3 4 5