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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 $1,347,026,166
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 75,284 $42,302,314 3.14%
2.
Ishares Trust
 IEF 290,810 $28,766,897 2.14%
3.
Jpmorgan Ultra-Short Income Etf - ETF
 520,801 $26,368,142 1.96%
4.
Dimensional Etf Trust
 908,780 $25,236,828 1.87%
5.
Schwab Strategic Trust
 FNDF 887,612 $24,817,618 1.84%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)