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
276
$357K 0.07%
5,815
-287
277
$356K 0.07%
3,243
+130
278
$353K 0.07%
6,387
+2,399
279
$351K 0.07%
1,578
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280
$351K 0.07%
5,296
-17,864
281
$350K 0.07%
5,650
-96
282
$350K 0.07%
7,620
-1,365
283
$349K 0.07%
5,801
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284
$348K 0.07%
+12,855
285
$343K 0.07%
8,570
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286
$343K 0.07%
19,052
+2,734
287
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3,709
-907
288
$340K 0.07%
2,326
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289
$340K 0.07%
19,000
-1,000
290
$340K 0.07%
13,341
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291
$338K 0.07%
10,580
-2,305
292
$334K 0.07%
16,636
+2,830
293
$331K 0.06%
4,826
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294
$329K 0.06%
32,950
-450
295
$328K 0.06%
10,522
-13,360
296
$327K 0.06%
655
-10
297
$325K 0.06%
7,717
+1,734
298
$325K 0.06%
15,310
-2,560
299
$324K 0.06%
2,699
+899
300
$322K 0.06%
+1,620
10 11
12
13 14