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Steve Corless

@Advisornet Financial, Inc

Latest period2024 - Q4ReportedManaged Assets$1.195BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GSLCTr Activebeta Us Large Cap Equity Etf
Recent Activity
Exited
0%
$61.69M
546,218 shares@ $112.94 avg price
ACWIIshares Msci Acwi Etf
Recent Activity
Exited
0%
$1.487M
12,436 shares@ $119.56 avg price
NUBDNuveen Esg U.s. Aggregate Bond Etf
Recent Activity
Exited
0%
$1.192M
52,500 shares@ $22.7 avg price
NULGNuveen Esg Large-cap Growth Etf
Recent Activity
Exited
0%
$1.007M
12,189 shares@ $82.63 avg price
NULVNuveen Esg Large-cap Value Etf
Recent Activity
Exited
0%
$741,114
17,764 shares@ $41.72 avg price
NUDMNuveen Esg International Developed Markets Equity Etf
Recent Activity
Exited
0%
$717,476
21,320 shares@ $33.66 avg price
ARKFArk Fintech Innovation Etf
Recent Activity
Exited
0%
$323,219
10,839 shares@ $29.83 avg price
NUEMNuveen Esg Emerging Markets Equity Etf
Recent Activity
Exited
0%
$275,582
8,884 shares@ $31.03 avg price
SCHISchwab 5-10 Year Corporate Bond Etf
Recent Activity
Exited
0%
$246,408
5,338 shares@ $46.17 avg price
SIZEIshares Msci Usa Size Factor Etf
Recent Activity
Exited
0%
$179,424
1,206 shares@ $148.78 avg price