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
201
$567K 0.11%
5,644
+2
202
$561K 0.11%
4,058
-481
203
$561K 0.11%
2,703
-27
204
$557K 0.11%
2,131
+543
205
$548K 0.11%
16,316
-242
206
$547K 0.11%
2,580
+318
207
$546K 0.11%
3,736
+180
208
$540K 0.11%
233,850
+11,150
209
$540K 0.11%
1,980
-564
210
$539K 0.1%
15,549
-860
211
$536K 0.1%
3,036
+37
212
$536K 0.1%
18,179
+4,977
213
$533K 0.1%
10,735
+2,501
214
$531K 0.1%
21,100
-1,084
215
$525K 0.1%
+4,693
216
$520K 0.1%
9,028
-44
217
$518K 0.1%
26,659
+1,313
218
$513K 0.1%
10,079
+5,077
219
$510K 0.1%
4,289
+154
220
$509K 0.1%
16,803
+2
221
$508K 0.1%
5,890
-128
222
$508K 0.1%
16,847
-3,715
223
$506K 0.1%
12,699
+1,375
224
$505K 0.1%
9,136
-1,892
225
$503K 0.1%
12,356
-4,415
7 8
9
10 11