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
151
$866K 0.17%
42,070
152
$864K 0.17%
98,266
+10,609
153
$864K 0.17%
+10,136
154
$860K 0.17%
+2,591
155
$850K 0.17%
10,263
-201
156
$834K 0.16%
+56,767
157
$832K 0.16%
28,192
-58
158
$830K 0.16%
3,790
+38
159
$827K 0.16%
+8,056
160
$807K 0.16%
2,301
-434
161
$788K 0.15%
60,360
+760
162
$783K 0.15%
25,534
+2,826
163
$775K 0.15%
38,598
164
$770K 0.15%
46,940
+1,216
165
$763K 0.15%
13,835
+6,021
166
$763K 0.15%
24,313
-5,119
167
$758K 0.15%
13,827
+2,007
168
$756K 0.15%
50,124
+2,650
169
$746K 0.15%
11,700
-198
170
$726K 0.14%
13,558
+1,000
171
$725K 0.14%
8,740
+4,765
172
$720K 0.14%
+14,360
173
$719K 0.14%
26,122
+2,116
174
$706K 0.14%
4,476
-8,736
175
$704K 0.14%
14,439
-5,061
5 6
7
8 9