Ticker | $ Bought |
---|---|
ishares tr | 8,134,210 |
simplify exchange traded fun | 1,847,700 |
select sector spdr tr | 1,619,200 |
pacer fds tr | 1,574,190 |
vanguard malvern fds | 1,443,480 |
spdr ser tr | 692,975 |
vanguard bd index fds | 593,154 |
ishares tr | 492,305 |
Ticker | % Inc. |
---|---|
microstrategy inc | 789 |
ishares tr | 626 |
american centy etf tr | 432 |
invesco exch trd slf idx fd | 383 |
pimco etf tr | 336 |
victory portfolios ii | 319 |
cintas corp | 309 |
palantir technologies inc | 236 |
Ticker | % Reduced |
---|---|
ishares tr | -98.62 |
ishares tr | -96.28 |
first tr exchange traded fd | -91.29 |
ark etf tr | -82.56 |
american centy etf tr | -81.19 |
ishares tr | -78.2 |
american centy etf tr | -74.81 |
first tr exchange-traded fd | -70.47 |
Ausdal Financial Partners, Inc. has about 76.2% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 76.2 |
Technology | 7 |
Industrials | 4.3 |
Healthcare | 2.3 |
Consumer Cyclical | 2.1 |
Financial Services | 2 |
Communication Services | 1.8 |
Consumer Defensive | 1.5 |
Energy | 1.3 |
Ausdal Financial Partners, Inc. has about 21.2% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 76.2 |
MEGA-CAP | 11.2 |
LARGE-CAP | 10 |
MID-CAP | 1.5 |
About 22.3% of the stocks held by Ausdal Financial Partners, Inc. either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
Others | 77.6 |
S&P 500 | 20.4 |
RUSSELL 2000 | 1.9 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
Ausdal Financial Partners, Inc. has 510 stocks in it's portfolio. About 27.7% of the portfolio is in top 10 stocks. SMCI proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for Ausdal Financial Partners, Inc. last quarter.
Last Reported on: 04 Oct, 2024Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AAPL | apple inc | 2.11 | 87,025 | 20,276,900 | added | 3.5 | ||
AAXJ | ishares tr | 7.85 | 683,546 | 75,620,600 | reduced | -0.9 | ||
AAXJ | ishares tr | 1.25 | 100,941 | 12,067,500 | reduced | -50.55 | ||
AAXJ | ishares tr | 0.21 | 18,554 | 2,015,560 | reduced | -78.2 | ||
AAXJ | ishares tr | 0.13 | 16,616 | 1,212,500 | reduced | -9.13 | ||
AAXJ | ishares tr | 0.04 | 7,597 | 400,055 | reduced | -3.3 | ||
AAXJ | ishares tr | 0.04 | 3,467 | 332,197 | reduced | -36.1 | ||
AAXJ | ishares tr | 0.03 | 2,906 | 312,802 | added | 3.38 | ||
AAXJ | ishares tr | 0.03 | 2,026 | 303,177 | reduced | -1.03 | ||
AAXJ | ishares tr | 0.03 | 2,539 | 269,640 | new | |||
AAXJ | ishares tr | 0.03 | 4,174 | 240,122 | new | |||
ABBV | abbvie inc | 0.65 | 31,631 | 6,246,460 | reduced | -1.42 | ||
ABT | abbott labs | 0.03 | 2,890 | 329,469 | reduced | -4.53 | ||
ACES | alps etf tr | 0.07 | 28,338 | 665,324 | added | 0.93 | ||
ACIO | etf ser solutions | 0.22 | 37,232 | 2,112,160 | reduced | -3.74 | ||
ACN | accenture plc ireland | 0.03 | 777 | 274,774 | reduced | -32.73 | ||
ACSG | dbx etf tr | 0.04 | 16,075 | 420,029 | added | 0.43 | ||
ACWF | ishares tr | 0.14 | 21,262 | 1,332,940 | reduced | -22.5 | ||
ACWF | ishares tr | 0.07 | 16,069 | 666,690 | added | 13.15 | ||
ACWF | ishares tr | 0.05 | 9,743 | 459,085 | added | 25.12 | ||