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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
FAARFirst Tr Exchange Trad Fd Vi
Recent Activity
Exited
0%
$2.044M
71,930 shares@ $28.42 avg price
IHIIshares Tr
Recent Activity
Exited
0%
$1.596M
28,481 shares@ $56.04 avg price
TOTLSsga Active Etf Tr
Recent Activity
Exited
0%
$1.324M
33,339 shares@ $39.73 avg price
FTGCFirst Tr Exchange Trad Fd Vi
Recent Activity
Exited
0%
$1.233M
51,568 shares@ $23.92 avg price
INFLListed Fd Tr
Recent Activity
Exited
0%
$1.084M
33,166 shares@ $32.68 avg price
FUMBFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$336,012
16,750 shares@ $20.07 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$316,740
6,592 shares@ $48.05 avg price
GUNRFlexshares Tr
Recent Activity
Exited
0%
$310,231
7,729 shares@ $40.14 avg price
NYCBNew York Cmnty Bancorp Inc
Recent Activity
Exited
0%
$288,831
89,699 shares@ $3.23 avg price
XAIFXApollo Tactical Income Fd In
Recent Activity
Exited
0%
$281,466
19,226 shares@ $14.64 avg price