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
26
$4.09M 0.8%
91,333
+69,922
27
$4.08M 0.79%
22,531
+392
28
$4.04M 0.79%
25,029
-2,241
29
$3.99M 0.78%
62,817
+54,413
30
$3.63M 0.71%
20,625
+494
31
$3.54M 0.69%
105,048
+56,075
32
$3.47M 0.68%
+57,675
33
$3.39M 0.66%
28,921
+2,062
34
$3.34M 0.65%
31,164
+971
35
$3.33M 0.65%
36,708
-532
36
$3.28M 0.64%
147,444
+20,656
37
$3.25M 0.63%
31,862
+3,201
38
$3.24M 0.63%
19,692
-57
39
$3.17M 0.62%
14,494
-620
40
$3.15M 0.61%
14,088
+6,427
41
$3.12M 0.61%
66,182
-12,900
42
$3.04M 0.59%
140,038
-134
43
$3.03M 0.59%
78,100
-520
44
$3.01M 0.59%
11,178
-526
45
$2.99M 0.58%
53,118
-23,315
46
$2.97M 0.58%
34,342
-16,310
47
$2.95M 0.57%
69,991
-1,881
48
$2.93M 0.57%
30,212
+1,166
49
$2.91M 0.57%
31,240
+27,321
50
$2.76M 0.54%
33,342
-778
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2
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