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
RSPGuggenheim Etf Trust S&p 500 Equal Weight Recent Activity Increased 10.97%	0.16%	$1.882M 10,741 shares@ $175.23 avg price	Increased 10.97%
XLBMaterials Select Sector Spdr Recent Activity Increased 9.42%	0.16%	$1.854M 22,036 shares@ $84.15 avg price	Increased 9.42%
SPSMSpdr Portfolio S&p 600 Small Cap Etf Recent Activity Increased 10.79%	0.16%	$1.826M 40,658 shares@ $44.92 avg price	Increased 10.79%
IWYIshares Russell Top 200 Growth Etf Recent Activity Increased 2.06%	0.16%	$1.819M 7,733 shares@ $235.27 avg price	Increased 2.06%
JEPQJpmorgan Nasdaq Equity Premium Income Etf Recent Activity Increased 28.45%	0.16%	$1.818M 32,254 shares@ $56.38 avg price	Increased 28.45%
VONEVanguard Russell 1000 Etf Recent Activity Increased 1.84%	0.15%	$1.774M 6,652 shares@ $266.72 avg price	Increased 1.84%
CGMUCapital Group Municipal Income Etf Recent Activity Increased 66.13%	0.15%	$1.768M 65,694 shares@ $26.92 avg price	Increased 66.13%
CVXChevron Corp New Com Recent Activity Increased 2.17%	0.15%	$1.723M 11,895 shares@ $144.85 avg price	Increased 2.17%
DFAEDimensional Emerging Core Equity Market Etf Recent Activity Increased 6.38%	0.15%	$1.714M 67,567 shares@ $25.37 avg price	Increased 6.38%
IRIngersoll Rand Inc Com Recent Activity Increased 441.43%	0.15%	$1.687M 18,652 shares@ $90.47 avg price	Increased 441.43%