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
FNDXSchwab Fundamental U.s. Large Company Etf Recent Activity Increased 195.87%	0.32%	$3.714M 156,826 shares@ $23.68 avg price	Increased 195.87%
SCHFSchwab International Equity Etf Recent Activity Increased 110.08%	0.31%	$3.703M 200,176 shares@ $18.5 avg price	Increased 110.08%
HEFAIshares Currency Hedged Msci Eafe Etf Recent Activity Increased 12.64%	0.31%	$3.691M 106,208 shares@ $34.76 avg price	Increased 12.64%
XLVHealth Care Select Sector Spdr Recent Activity Increased 5.37%	0.3%	$3.555M 25,841 shares@ $137.58 avg price	Increased 5.37%
EFAIshares Msci Eafe Etf Recent Activity Increased 39.93%	0.29%	$3.455M 45,700 shares@ $75.61 avg price	Increased 39.93%
RWLInvesco S&p 500 Revenue Etf Recent Activity Increased 9.22%	0.29%	$3.423M 34,956 shares@ $97.93 avg price	Increased 9.22%
VBVanguard Small Cap Etf Recent Activity Increased 7.16%	0.28%	$3.248M 13,516 shares@ $240.29 avg price	Increased 7.16%
IWOIshares Russell 2000 Growth Etf Recent Activity Increased 5.72%	0.27%	$3.108M 10,798 shares@ $287.82 avg price	Increased 5.72%
FMDEFidelity Enhanced Mid Cap Etf Recent Activity Increased 41.91%	0.26%	$3.042M 92,593 shares@ $32.85 avg price	Increased 41.91%
OKEOneok Inc New Com Recent Activity Increased 10.33%	0.26%	$2.988M 29,757 shares@ $100.41 avg price	Increased 10.33%