AFP

Ausdal Financial Partners Portfolio holdings

AUM $2.05B
1-Year Est. Return 15.74%
This Quarter Est. Return
1 Year Est. Return
+15.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$514M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$3.47M
3
+$3.46M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.13M
5
ARKK icon
ARK Innovation ETF
ARKK
+$2.69M

Top Sells

1
+$10.8M
2
+$4.93M
3
+$3.21M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.77M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.76M

Sector Composition

1 Technology 7.3%
2 Communication Services 4.13%
3 Consumer Discretionary 3.89%
4 Financials 3.5%
5 Industrials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$502K 0.1%
3,084
+145
227
$501K 0.1%
13,020
+372
228
$500K 0.1%
4,409
+546
229
$497K 0.1%
15,979
-25
230
$496K 0.1%
7,658
-435
231
$494K 0.1%
10,718
-4,489
232
$488K 0.1%
+8,589
233
$484K 0.09%
5,882
-6,487
234
$481K 0.09%
+24,989
235
$477K 0.09%
20,542
-20,009
236
$472K 0.09%
9,072
+3,662
237
$470K 0.09%
17,953
-198
238
$456K 0.09%
6,669
-759
239
$456K 0.09%
17,283
-448
240
$453K 0.09%
8,422
-452
241
$449K 0.09%
1,258
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242
$449K 0.09%
17,419
-444
243
$444K 0.09%
10,140
-530
244
$444K 0.09%
9,229
+14
245
$444K 0.09%
27,861
+2,520
246
$441K 0.09%
8,599
+759
247
$440K 0.09%
3,760
-15
248
$436K 0.08%
+8,140
249
$436K 0.08%
+1,818
250
$433K 0.08%
+4,636
8 9
10
11 12