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
326
$275K 0.05%
2,083
327
$275K 0.05%
3,752
328
$273K 0.05%
+8,339
329
$273K 0.05%
+1,340
330
$273K 0.05%
+5,145
331
$272K 0.05%
+9,735
332
$272K 0.05%
2,303
-14
333
$272K 0.05%
806
-203
334
$271K 0.05%
6,274
-1,162
335
$271K 0.05%
+6,786
336
$266K 0.05%
1,303
-2
337
$265K 0.05%
2,318
-244
338
$263K 0.05%
1,770
+121
339
$261K 0.05%
14,315
+380
340
$258K 0.05%
+12,149
341
$256K 0.05%
5,650
342
$256K 0.05%
+6,465
343
$255K 0.05%
1,400
-2,806
344
$253K 0.05%
1,575
-151
345
$248K 0.05%
23,943
+5,894
346
$246K 0.05%
+7,715
347
$246K 0.05%
1,741
+72
348
$245K 0.05%
8,146
-3,506
349
$244K 0.05%
+5,335
350
$243K 0.05%
+1,601
12 13
14
15 16