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Michelle Swinney

@Ausdal Financial Partners, Inc.

Latest period2024 - Q3ReportedManaged Assets$962.847MTotal holdings518
Assets growth rate2.84%Assets growth rate (2-Q avg)5.78%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ausdal Financial Partners, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 518 positions.

Assets under management

The assets under management (AUM) of Ausdal Financial Partners, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 962.847M in assets, with a quarterly growth rate of 2.84% and a 2-quarter average growth rate of 5.78%. The portfolio is managed by Michelle Swinney, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWDIshares Tr
Recent Activity
New Position
0.85%
$8.134M
42,857 shares@ $189.8 avg price
PINKSimplify Exchange Traded Fun
Recent Activity
New Position
0.2%
$1.848M
56,281 shares@ $32.83 avg price
XLPSelect Sector Spdr Tr
Recent Activity
New Position
0.17%
$1.619M
19,508 shares@ $83.01 avg price
ICOWPacer Fds Tr
Recent Activity
New Position
0.17%
$1.574M
49,769 shares@ $31.63 avg price
VPLSVanguard Malvern Fds
Recent Activity
New Position
0.15%
$1.443M
18,198 shares@ $79.33 avg price
BILSSpdr Ser Tr
Recent Activity
New Position
0.08%
$692,975
6,959 shares@ $99.58 avg price
BLVVanguard Bd Index Fds
Recent Activity
New Position
0.07%
$593,154
7,891 shares@ $75.17 avg price
ITOTIshares Tr
Recent Activity
New Position
0.06%
$492,305
3,919 shares@ $125.63 avg price
QLTAIshares Tr
Recent Activity
New Position
0.05%
$473,413
9,632 shares@ $49.16 avg price
TFPNTidal Tr Ii
Recent Activity
New Position
0.05%
$469,737
18,941 shares@ $24.81 avg price