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
$724M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.85%
2 Industrials 3.87%
3 Financials 3.02%
4 Healthcare 2.39%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$68.2M 9.4%
617,208
+92,578
2
$30.8M 4.25%
338,310
-3,879
3
$21.6M 2.98%
887,004
+49,065
4
$18.1M 2.49%
374,946
-4,588
5
$15.6M 2.14%
68,022
-245
6
$15.5M 2.13%
93,724
-5,422
7
$12.2M 1.68%
379,994
+20,524
8
$9.58M 1.32%
131,385
+10,950
9
$9.25M 1.27%
28,811
+254
10
$8.18M 1.13%
502,160
+93,244
11
$8.18M 1.13%
36,052
-496
12
$8.09M 1.12%
81,546
+28,344
13
$7.67M 1.06%
84,187
-1,330
14
$7.64M 1.05%
50,152
-661
15
$7.52M 1.04%
26,075
-27
16
$7.12M 0.98%
74,051
-2,950
17
$6.99M 0.96%
+76,136
18
$6.7M 0.92%
67,262
-5,911
19
$6.42M 0.89%
142,239
+27,982
20
$6.41M 0.88%
127,305
+98,225
21
$6.04M 0.83%
14,696
-1,094
22
$5.92M 0.82%
147,489
+12,531
23
$5.43M 0.75%
239,949
-6,939
24
$5.37M 0.74%
33,689
-1,569
25
$5.09M 0.7%
102,681
-176,466