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Home > Institutional Investor > Advisornet Financial, Inc > 13F Holdings

Instuitional Investor - Advisornet Financial, Inc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 110,201 $68,423,674 4.41%
2.
Dimensional Etf Trust
 918,120 $38,891,558 2.51%
3.
Dimensional Etf Trust
 1,052,640 $32,726,576 2.11%
4.
Ishares Trust
 IEF 304,871 $30,243,174 1.95%
5.
Jpmorgan Ultra-Short Income Etf - ETF
 584,169 $29,605,704 1.91%
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)