test

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
BITOProshares Tr
Recent Activity
New Position
0.05%
$444,013
23,138 shares@ $19.19 avg price
MLPXGlobal X Fds
Recent Activity
New Position
0.05%
$435,633
8,004 shares@ $54.43 avg price
BUFCAb Active Etfs Inc
Recent Activity
New Position
0.05%
$433,320
11,223 shares@ $38.61 avg price
FFEBFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$379,982
7,825 shares@ $48.56 avg price
GEVGe Vernova Inc
Recent Activity
New Position
0.04%
$378,390
1,484 shares@ $254.98 avg price
FJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$334,948
6,630 shares@ $50.53 avg price
HEGDListed Fd Tr
Recent Activity
New Position
0.03%
$283,281
12,726 shares@ $22.27 avg price
IWRIshares Tr
Recent Activity
New Position
0.03%
$271,031
3,075 shares@ $88.15 avg price
SUBIshares Tr
Recent Activity
New Position
0.03%
$269,640
2,539 shares@ $106.2 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
New Position
0.03%
$267,141
4,863 shares@ $54.94 avg price