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
101
$1.51M 0.29%
37,215
-47
102
$1.49M 0.29%
4,880
-5,760
103
$1.47M 0.29%
11,550
-872
104
$1.46M 0.28%
11,465
+181
105
$1.46M 0.28%
27,148
+3,680
106
$1.42M 0.28%
27,238
+1,753
107
$1.42M 0.28%
11,154
+18
108
$1.41M 0.27%
13,194
-1,194
109
$1.41M 0.27%
29,328
+1,023
110
$1.4M 0.27%
5,074
+334
111
$1.38M 0.27%
12,706
-556
112
$1.36M 0.26%
5,802
+218
113
$1.35M 0.26%
5,818
+1,372
114
$1.35M 0.26%
62,281
+1,558
115
$1.35M 0.26%
21,827
+102
116
$1.34M 0.26%
+15,138
117
$1.34M 0.26%
29,894
+2,192
118
$1.34M 0.26%
6,148
+2,574
119
$1.33M 0.26%
3,751
-27
120
$1.31M 0.26%
26,226
-2,753
121
$1.26M 0.25%
89,042
+22
122
$1.26M 0.24%
21,397
+1,132
123
$1.26M 0.24%
4,693
+657
124
$1.24M 0.24%
29,989
+5,177
125
$1.23M 0.24%
73,629
+4,324
3 4
5
6 7