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
NUSCNuveen Esg Small-cap Etf Recent Activity Exited	0%	$98,146 2,291 shares@ $42.84 avg price	Exited
USXFIshares Esg Advanced Msci Usa Etf Recent Activity Exited	0%	$97,080 1,978 shares@ $49.08 avg price	Exited
BMOBank Montreal Que Com Recent Activity Exited	0%	$90,200 1,000 shares@ $90.2 avg price	Exited
IEURIshares Core Msci Europe Etf Recent Activity Exited	0%	$82,743 1,358 shares@ $60.94 avg price	Exited
GOVIInvesco Equal Weight 0-30 Year Treasury Etf Recent Activity Exited	0%	$78,836 2,711 shares@ $29.09 avg price	Exited
SLPSimulations Plus Inc Com Recent Activity Exited	0%	$69,483 2,170 shares@ $32.02 avg price	Exited
GDRXGoodrx Hldgs Inc Com Cl A Recent Activity Exited	0%	$69,400 10,000 shares@ $6.94 avg price	Exited
PBUSInvesco Msci Usa Etf Recent Activity Exited	0%	$64,116 1,117 shares@ $57.41 avg price	Exited
RPVInvesco S&p 500 Pure Value Etf Recent Activity Exited	0%	$62,511 703 shares@ $88.93 avg price	Exited
DMXFIshares Esg Advanced Msci Eafe Etf Recent Activity Exited	0%	$59,721 829 shares@ $72.04 avg price	Exited