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
51
$2.72M 0.53%
37,098
+2,358
52
$2.72M 0.53%
13,950
+6,781
53
$2.58M 0.5%
68,218
+51,231
54
$2.57M 0.5%
18,609
-182
55
$2.53M 0.49%
10,770
-684
56
$2.48M 0.48%
29,210
+25,954
57
$2.37M 0.46%
43,974
+5,131
58
$2.34M 0.46%
146,040
+19,112
59
$2.31M 0.45%
16,384
+1,549
60
$2.28M 0.44%
67,195
-1,359
61
$2.26M 0.44%
44,670
+11,563
62
$2.25M 0.44%
25,640
-4,940
63
$2.22M 0.43%
14,102
+1,113
64
$2.21M 0.43%
+36,812
65
$2.2M 0.43%
144,852
+19,506
66
$2.17M 0.42%
8,576
+1,600
67
$2.08M 0.4%
10,682
+509
68
$2.02M 0.39%
69,328
+12,924
69
$2.01M 0.39%
+11,667
70
$1.98M 0.39%
8,539
+1,244
71
$1.97M 0.38%
22,520
+600
72
$1.97M 0.38%
63,318
+7,178
73
$1.96M 0.38%
16,901
+9,910
74
$1.93M 0.38%
+75,202
75
$1.9M 0.37%
26,207
+13,347
1 2
3
4 5