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Home > Institutional Investor > Advisornet Financial, Inc > Profile

Instuitional Investor - Advisornet Financial, Inc

Fund Profile
Filing Period:
Fund Name: Advisornet Financial, Inc
Portfolio Value $1,194,727,482
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 63,439 $37,345,188 3.12%
2.
Apple Inc.
 AAPL 108,764 $27,236,656 2.27%
3.
Ishares Trust
 IEF 262,108 $25,398,280 2.12%
4.
Microsoft Corp
 MSFT 59,624 $25,131,322 2.1%
5.
Vanguard Total Stock Market Etf
 79,929 $23,164,133 1.93%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)