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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
IVVIshares Tr
Recent Activity
Increased 10.23%
0.82%
$7.872M
13,648 shares@ $576.83 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 198.81%
0.78%
$7.44M
78,188 shares@ $95.15 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 2.52%
0.78%
$7.436M
89,496 shares@ $83.1 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 28.99%
0.78%
$7.433M
89,616 shares@ $82.95 avg price
CORPPimco Etf Tr
Recent Activity
Increased 4.95%
0.76%
$7.254M
72,939 shares@ $99.45 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -2.56%
0.73%
$7.009M
18,257 shares@ $383.93 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 44.68%
0.73%
$6.989M
132,221 shares@ $52.87 avg price
VOVanguard Index Fds
Recent Activity
Decreased -7.01%
0.66%
$6.277M
23,790 shares@ $263.84 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.42%
0.65%
$6.246M
31,631 shares@ $197.48 avg price
MINTPimco Etf Tr
Recent Activity
Increased 42.38%
0.65%
$6.217M
61,741 shares@ $100.7 avg price