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
301
$320K 0.06%
781
+7
302
$319K 0.06%
1,502
+132
303
$317K 0.06%
+7,786
304
$314K 0.06%
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305
$313K 0.06%
12,749
+1,386
306
$310K 0.06%
1,295
+30
307
$310K 0.06%
12,066
-386
308
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+2,593
309
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+1,066
310
$302K 0.06%
3,301
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311
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2,276
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312
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+5,441
313
$299K 0.06%
5,872
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314
$295K 0.06%
14,005
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315
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+10,018
316
$291K 0.06%
10,539
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317
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318
$287K 0.06%
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319
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4,154
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320
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18,667
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321
$284K 0.06%
7,936
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322
$283K 0.06%
796
-44
323
$282K 0.05%
10,240
324
$279K 0.05%
+1,397
325
$278K 0.05%
3,558
+244
11 12
13
14 15