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
126
$1.23M 0.24%
23,837
-131
127
$1.23M 0.24%
41,056
+5,502
128
$1.21M 0.23%
54,089
+10,942
129
$1.2M 0.23%
+26,561
130
$1.18M 0.23%
7,711
-1,397
131
$1.17M 0.23%
7,918
+15
132
$1.16M 0.23%
4,384
+696
133
$1.13M 0.22%
41,557
+16,803
134
$1.12M 0.22%
7,947
+29
135
$1.09M 0.21%
72,168
+8,826
136
$1.08M 0.21%
4,849
+3,094
137
$1.08M 0.21%
19,940
+80
138
$1.07M 0.21%
8,856
+1,634
139
$1.06M 0.21%
11,587
+80
140
$1.01M 0.2%
11,697
+7,060
141
$981K 0.19%
2,856
+216
142
$943K 0.18%
8,330
+4,890
143
$934K 0.18%
3,544
+819
144
$931K 0.18%
57,652
+7,582
145
$923K 0.18%
4,352
-63
146
$911K 0.18%
25,125
+2,317
147
$909K 0.18%
22,164
+1,012
148
$898K 0.17%
13,889
-1,246
149
$883K 0.17%
23,990
-2,101
150
$869K 0.17%
2,306
-47
4 5
6
7 8