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
251
$432K 0.08%
3,892
+1,990
252
$423K 0.08%
6,200
+143
253
$422K 0.08%
+3,729
254
$416K 0.08%
8,165
+150
255
$411K 0.08%
+7,983
256
$409K 0.08%
14,602
+2,018
257
$405K 0.08%
4,346
+203
258
$404K 0.08%
4,848
-16,472
259
$399K 0.08%
2,484
+676
260
$395K 0.08%
23,388
+900
261
$394K 0.08%
4,116
+954
262
$391K 0.08%
+2,930
263
$390K 0.08%
+4,259
264
$390K 0.08%
+8,013
265
$388K 0.08%
1,863
+7
266
$383K 0.07%
2,270
+193
267
$382K 0.07%
6,551
+1,367
268
$379K 0.07%
+14,031
269
$373K 0.07%
+7,461
270
$373K 0.07%
10,606
-540
271
$368K 0.07%
23,095
+1,866
272
$367K 0.07%
+1,880
273
$362K 0.07%
5,368
+13
274
$360K 0.07%
6,600
+270
275
$358K 0.07%
3,860
+169
9 10
11
12 13