AFP

Ausdal Financial Partners Portfolio holdings

AUM $1.5B
1-Year Est. Return 14%
This Quarter Est. Return
1 Year Est. Return
+14%
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
Utilities Select Sector SPDR Fund
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
1
$14.3M 2.79%
123,255
+17,647
2
$12.1M 2.35%
194,675
+37,578
3
$10.2M 1.98%
34,973
+1,239
4
$9.59M 1.87%
218,225
+8,082
5
$8.26M 1.61%
386,193
+58,734
6
$7.9M 1.54%
37,651
+10,852
7
$7.48M 1.46%
63,923
+10,642
8
$6.9M 1.34%
37,897
+1,301
9
$6.61M 1.29%
17,603
+321
10
$6.36M 1.24%
+109,984
11
$6.32M 1.23%
28,394
+1,073
12
$6.1M 1.19%
51,632
+3,511
13
$5.99M 1.17%
28,944
+8,013
14
$5.85M 1.14%
159,902
+262
15
$5.76M 1.12%
35,360
+2,600
16
$5.2M 1.01%
29,125
-2,796
17
$5.07M 0.99%
40,761
+21,570
18
$5.02M 0.98%
91,772
+35,612
19
$5.01M 0.98%
142,893
-2,555
20
$4.91M 0.96%
17,988
+1,259
21
$4.75M 0.92%
77,026
-3,943
22
$4.69M 0.91%
206,238
+33,156
23
$4.61M 0.9%
67,877
+3,104
24
$4.57M 0.89%
67,724
+35,058
25
$4.35M 0.85%
120,744
-32,850
1
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