Steve Corless

@Advisornet Financial, Inc

Latest period2024 - Q4

Reported5d ago

Managed Assets$1.195B

Total holdings1954

Assets growth rate-10.75%

Assets growth rate (2-Q avg)5.39%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Advisornet Financial, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1954 positions.

Assets under management

The assets under management (AUM) of Advisornet Financial, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.195B in assets, with a quarterly growth rate of -10.75% and a 2-quarter average growth rate of 5.39%. The portfolio is managed by Steve Corless, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BBUSJpmorgan Betabuilders U.s. Equity Etf Recent Activity New Position	0.17%	$2.001M 18,891 shares@ $105.93 avg price	New Position
NLRVaneck Uranium And Nuclear Etf Recent Activity New Position	0.05%	$515,177 6,334 shares@ $81.34 avg price	New Position
JGLOJpmorgan Global Select Equity Etf Global Select Equity Etf Recent Activity New Position	0.04%	$414,336 6,901 shares@ $60.04 avg price	New Position
BBINJpmorgan Betabuilders International Equity Etf Recent Activity New Position	0.04%	$364,298 6,380 shares@ $57.1 avg price	New Position
JAVAJpmorgan Active Value Etf Recent Activity New Position	0.04%	$358,911 5,670 shares@ $63.3 avg price	New Position
HMOPHartford Municipal Opportunities Etf Recent Activity New Position	0.03%	$260,955 6,750 shares@ $38.66 avg price	New Position
PULSPgim Ultra Short Bond Etf Recent Activity New Position	0.02%	$238,038 4,804 shares@ $49.55 avg price	New Position
SSUSDay Hagan Ned Davis Research Smart Sector Etf Recent Activity New Position	0.02%	$236,980 5,633 shares@ $42.07 avg price	New Position
JIREJpmorgan International Research Enhanced Equity Etf Recent Activity New Position	0.02%	$235,795 4,030 shares@ $58.51 avg price	New Position
RECSColumbia Research Enhanced Core Etf Recent Activity New Position	0.02%	$182,067 5,259 shares@ $34.63 avg price	New Position