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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
BSCOInvesco Bulletshares 2024 Corporate Bond Etf
Recent Activity
Exited
0%
$163,532
7,743 shares@ $21.12 avg price
INTFIshares International Equity Factor Etf
Recent Activity
Exited
0%
$161,393
5,135 shares@ $31.43 avg price
LCTUBlackrock U.s. Carbon Transition Readiness Etf
Recent Activity
Exited
0%
$134,640
2,146 shares@ $62.74 avg price
XTIshares Exponential Technologies Etf
Recent Activity
Exited
0%
$130,953
2,151 shares@ $60.89 avg price
SPHQInvesco S&p 500 Quality Etf
Recent Activity
Exited
0%
$123,710
1,839 shares@ $67.28 avg price
3896⤦Grayscale Ethereum Mini Trust (eth)
Recent Activity
Exited
0%
$123,586
50,650 shares@ $2.44 avg price
FELCFidelity Enhanced Large Cap Core Etf
Recent Activity
Exited
0%
$110,807
3,453 shares@ $32.1 avg price
RPGInvesco S&p 500 Pure Growth Etf
Recent Activity
Exited
0%
$105,754
2,693 shares@ $39.27 avg price
OMFLInvesco Russell 1000 Dynamic Multifactor Etf
Recent Activity
Exited
0%
$104,125
1,965 shares@ $52.99 avg price
FTCFirst Trust Large Cap Growth Alphadex Fund
Recent Activity
Exited
0%
$100,683
766 shares@ $131.44 avg price