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
DFCFDimensional Core Fixed Income Etf Recent Activity Increased 49.7%	0.24%	$2.817M 68,248 shares@ $41.27 avg price	Increased 49.7%
VXUSVanguard Total International Stock Etf Recent Activity Increased 9.96%	0.23%	$2.74M 46,495 shares@ $58.94 avg price	Increased 9.96%
GEGe Aerospace Com New Recent Activity Increased 1.78%	0.23%	$2.706M 16,223 shares@ $166.79 avg price	Increased 1.78%
VTWVVanguard Russell 2000 Value Etf Recent Activity Increased 5.58%	0.23%	$2.689M 18,592 shares@ $144.61 avg price	Increased 5.58%
DGTSpdr Global Dow Etf Recent Activity Increased 1.33%	0.23%	$2.634M 19,953 shares@ $132.04 avg price	Increased 1.33%
VTWGVanguard Russell 2000 Growth Etf Recent Activity Increased 4.9%	0.22%	$2.509M 11,941 shares@ $210.14 avg price	Increased 4.9%
SCHXSchwab Strategic Tr Us Lrg Cap Etf Recent Activity Increased 190.33%	0.21%	$2.482M 107,070 shares@ $23.18 avg price	Increased 190.33%
IWMIshares Russell 2000 Etf Recent Activity Increased 8.02%	0.21%	$2.403M 10,874 shares@ $220.96 avg price	Increased 8.02%
IWSIshares Russell Midcap Value Index Recent Activity Increased 9.59%	0.2%	$2.365M 18,286 shares@ $129.35 avg price	Increased 9.59%
SPMDSpdr Portfolio S&p 400 Mid Cap Etf Recent Activity Increased 11.15%	0.2%	$2.331M 42,624 shares@ $54.7 avg price	Increased 11.15%