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
$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
Energy Select Sector SPDR Fund
XLE
+$2.64M
5
XYZ
Block Inc
XYZ
+$2.47M

Sector Composition

1 Technology 8.96%
2 Consumer Discretionary 5.47%
3 Communication Services 4.55%
4 Financials 3.79%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.9M 2.92%
123,164
-3,765
2
$19.6M 2.62%
49,315
+7,890
3
$17.4M 2.33%
647,163
+68,754
4
$12.8M 1.7%
61,672
+20,471
5
$12.1M 1.62%
582,688
+254,809
6
$11.6M 1.55%
207,684
+10,816
7
$11.2M 1.49%
67,000
-620
8
$11.1M 1.48%
98,053
+6,457
9
$10.1M 1.35%
30,091
-239
10
$10M 1.34%
21,127
-2,077
11
$9.99M 1.34%
87,560
+7,617
12
$9.49M 1.27%
28,222
-842
13
$8.8M 1.18%
18,458
+2,161
14
$8.2M 1.1%
305,700
+16,974
15
$7.78M 1.04%
30,549
+1,228
16
$7.44M 0.99%
177,439
+122,990
17
$7.33M 0.98%
170,205
-956
18
$7.2M 0.96%
62,076
+30,350
19
$5.77M 0.77%
225,240
+17,360
20
$5.61M 0.75%
125,447
+104,934
21
$5.41M 0.72%
78,843
+21,966
22
$5.4M 0.72%
39,906
-22,911
23
$5.39M 0.72%
101,310
-3,243
24
$5.24M 0.7%
86,114
+3,644
25
$5.21M 0.7%
162,600
+34,620
1
2 3 4 5