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
176
$698K 0.14%
6,475
+1,226
177
$697K 0.14%
9,749
+1,431
178
$692K 0.13%
13,211
+401
179
$687K 0.13%
9,138
-1,209
180
$680K 0.13%
11,563
-442
181
$673K 0.13%
14,051
-33,368
182
$671K 0.13%
32,682
+540
183
$670K 0.13%
8,856
+5,459
184
$661K 0.13%
9,873
-148
185
$660K 0.13%
26,631
+5,422
186
$658K 0.13%
39,752
-4,316
187
$651K 0.13%
13,076
+914
188
$641K 0.12%
8,215
+1,837
189
$633K 0.12%
11,190
-56,679
190
$625K 0.12%
5,469
+937
191
$617K 0.12%
6,363
+2
192
$609K 0.12%
22,470
-404
193
$597K 0.12%
7,074
+2,441
194
$586K 0.11%
9,762
-22,683
195
$585K 0.11%
+19,371
196
$582K 0.11%
19,788
+2,279
197
$578K 0.11%
29,510
+13,921
198
$574K 0.11%
18,150
+500
199
$568K 0.11%
5,189
-1,005
200
$568K 0.11%
+9,582
6 7
8
9 10