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
VIOOVanguard S&p Small-cap 600 Etf Recent Activity Increased 25.02%	0.64%	$7.584M 71,519 shares@ $106.05 avg price	Increased 25.02%
QQQMInvesco Nasdaq 100 Etf Recent Activity Increased 3.53%	0.58%	$6.877M 32,676 shares@ $210.45 avg price	Increased 3.53%
XLKTechnology Select Sector Spdr Recent Activity Increased 9.1%	0.57%	$6.73M 28,945 shares@ $232.52 avg price	Increased 9.1%
JEPIJpmorgan Equity Premium Income Etf Recent Activity Increased 33.27%	0.55%	$6.564M 114,094 shares@ $57.54 avg price	Increased 33.27%
IDVIshares International Select Dividend Etf Recent Activity Increased 16.4%	0.53%	$6.287M 229,604 shares@ $27.38 avg price	Increased 16.4%
CGDVCapital Group Dividend Value Etf Recent Activity Increased 14.49%	0.51%	$5.989M 169,848 shares@ $35.27 avg price	Increased 14.49%
IQLTIshares Msci Intl Quality Factor Etf Recent Activity Increased 9.44%	0.51%	$5.988M 161,323 shares@ $37.13 avg price	Increased 9.44%
IXUSIshares Core Msci Total International Stock Etf Recent Activity Increased 6.51%	0.51%	$5.98M 90,407 shares@ $66.15 avg price	Increased 6.51%
COWZPacer Us Cash Cows 100 Etf Recent Activity Increased 9.52%	0.49%	$5.791M 102,525 shares@ $56.48 avg price	Increased 9.52%
UITBVictoryshares Core Intermediate Bond Etf Recent Activity Increased 7.45%	0.48%	$5.707M 124,182 shares@ $45.96 avg price	Increased 7.45%