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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
IGIBIshares Tr
Recent Activity
Exited
0%
$276,240
5,389 shares@ $51.26 avg price
GSEWGoldman Sachs Etf Tr
Recent Activity
Exited
0%
$263,053
3,697 shares@ $71.16 avg price
BJULInnovator Etfs Trust
Recent Activity
Exited
0%
$244,622
5,855 shares@ $41.79 avg price
PJULInnovator Etfs Trust
Recent Activity
Exited
0%
$240,482
6,190 shares@ $38.86 avg price
CMECme Group Inc
Recent Activity
Exited
0%
$235,969
1,200 shares@ $196.65 avg price
MRNAModerna Inc
Recent Activity
Exited
0%
$233,581
1,967 shares@ $118.75 avg price
SNOWSnowflake Inc
Recent Activity
Exited
0%
$228,302
1,690 shares@ $135.09 avg price
ENBEnbridge Inc
Recent Activity
Exited
0%
$219,474
6,167 shares@ $35.59 avg price
NUENucor Corp
Recent Activity
Exited
0%
$214,323
1,356 shares@ $158.06 avg price
INTUIntuit
Recent Activity
Exited
0%
$210,984
321 shares@ $657.28 avg price