Steve Corless

@Advisornet Financial, Inc

Latest period2024 - Q4

Reported6d 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
MOATVaneck Morningstar Wide Moat Etf Recent Activity Increased 9.08%	0.48%	$5.623M 60,646 shares@ $92.73 avg price	Increased 9.08%
FDVVFidelity High Dividend Etf Recent Activity Increased 5.55%	0.46%	$5.407M 108,263 shares@ $49.94 avg price	Increased 5.55%
IWFIshares Russell 1000 Growth Etf Recent Activity Increased 9.08%	0.45%	$5.325M 13,259 shares@ $401.6 avg price	Increased 9.08%
BNDXVanguard Total International Bond Etf Recent Activity Increased 12.97%	0.41%	$4.791M 97,668 shares@ $49.05 avg price	Increased 12.97%
VGITVanguard Intermediate-term Treasury Etf Recent Activity Increased 50242.04%	0.39%	$4.584M 79,037 shares@ $58.01 avg price	Increased 50242.04%
DFGRDimensional Global Real Estate Etf Recent Activity Increased 4.56%	0.38%	$4.459M 174,595 shares@ $25.54 avg price	Increased 4.56%
DFAIDimensional International Core Equity Market Etf Recent Activity Increased 2.86%	0.37%	$4.377M 149,909 shares@ $29.21 avg price	Increased 2.86%
VOVanguard Mid Cap Recent Activity Increased 13.39%	0.35%	$4.164M 15,766 shares@ $264.13 avg price	Increased 13.39%
VYMVanguard High Dividend Yield Index Etf Recent Activity Increased 18.89%	0.35%	$4.113M 32,240 shares@ $127.59 avg price	Increased 18.89%
IJANInnovator International Developed Power Buffer Etf - January Recent Activity Increased 1.68%	0.34%	$4.012M 132,711 shares@ $30.23 avg price	Increased 1.68%