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
76
$1.89M 0.37%
23,639
+3,809
77
$1.88M 0.37%
58,554
+47,078
78
$1.85M 0.36%
32,664
+23,543
79
$1.81M 0.35%
59,081
+5,330
80
$1.78M 0.35%
34,893
-539
81
$1.77M 0.35%
36,985
-923
82
$1.74M 0.34%
8,093
+415
83
$1.73M 0.34%
66,491
+5,086
84
$1.72M 0.34%
8,052
+1,189
85
$1.7M 0.33%
29,206
+4,636
86
$1.7M 0.33%
61,806
-1,561
87
$1.7M 0.33%
+19,600
88
$1.69M 0.33%
12,139
+2,151
89
$1.67M 0.32%
61,497
+1,139
90
$1.63M 0.32%
43,394
+1,851
91
$1.62M 0.32%
6,725
-44,820
92
$1.62M 0.32%
31,507
-4,958
93
$1.62M 0.32%
3,241
+105
94
$1.6M 0.31%
11,253
-326
95
$1.59M 0.31%
+58,429
96
$1.59M 0.31%
15,027
+171
97
$1.57M 0.31%
47,977
-3,427
98
$1.54M 0.3%
77,577
+2,187
99
$1.53M 0.3%
11,741
+3,984
100
$1.52M 0.3%
+15,093
2 3
4
5 6