AF
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AdvisorNet Financial, Inc13F | |
| AdvisorNet Financial, Inc | |
| Last update 2025-04-09 | 2169 Stocks (290 new) |
| Value $1.35 Bil | Turnover 14 % |
AdvisorNet Financial, Inc Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 75,284 | 42,302.3 | +18.67% | 3.140 | +0.49% | 0.010 | +8.74% | +5.54% | 593,136.4 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 290,810 | 28,766.9 | +10.95% | 2.140 | +0.21% | 0.020 | +1.65% | +3.63% | 127,926.6 | ||
JPST | JPMorgan Ultra-Short Income ETF | 520,801 | 26,368.1 | +24.40% | 1.960 | +0.38% | 0.080 | +1.29% | +2.48% | 31,857.5 | ||
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 908,780 | 25,236.8 | +6.14% | 1.880 | +0.11% | 0.310 | +11.26% | +21.92% | 9,554.2 | ||
SCHD | Schwab US Dividend Equity ETF | 887,612 | 24,817.6 | +13.35% | 1.840 | +0.22% | 0.030 | -3.97% | -1.57% | 69,136.5 | ||
AAPL | Apple Inc | 108,693 | 24,143.9 | -0.07% | 1.790 | 0% | 0.000 | -10.05% | -19.51% | 3,003,295.9 | Hardware | |
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 594,300 | 22,844.9 | +23.14% | 1.700 | +0.32% | 0.320 | +8.38% | +4.68% | 8,377.1 | ||
MSFT | Microsoft Corp | 59,713 | 22,415.6 | +0.15% | 1.670 | 0% | 0.000 | +27.21% | +18.11% | 3,686,095.8 | Software | |
CGXU |
Capital Group International Focus Equity ETF
Capital Group International Focus Equity ETF
| 914,208 | 22,379.8 | +35.48% | 1.660 | +0.43% | 0.610 | +7.80% | +10.86% | 3,801.7 | ||
VTI | Vanguard Total Stock Market ETF | 80,610 | 22,154.9 | +0.85% | 1.650 | +0.01% | 0.000 | +8.72% | +5.03% | 458,242.6 |
AdvisorNet Financial, Inc's Historical Top Holdings Breakdowns
AdvisorNet Financial, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CGGR | Capital Group Growth ETF | 2025-03-31 | Add Add | +0.54% | 33.98 ($37.42) 39.84 | $40.45 | 8.10% | Add 79.37% | 475,568 | 210,434 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.49% | 554.06 ($590.51) 615.85 | $617.46 | 4.56% | Add 18.67% | 75,284 | 11,845 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-03-31 | Add Add | +0.48% | 32.42 ($34.71) 36.1 | $35.70 | 2.85% | Add 46.14% | 620,147 | 195,805 | |
CGXU |
Capital Group International Focus Equity ETF
Capital Group International Focus Equity ETF
| 2025-03-31 | Add Add | +0.43% | 24.48 ($25.57) 26.59 | $27.35 | 6.96% | Add 35.48% | 914,208 | 239,415 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-03-31 | Add Add | +0.38% | 50.39 ($50.51) 50.66 | $50.66 | 0.30% | Add 24.4% | 520,801 | 102,151 | |
AFIF | Anfield Universal Fixed Income ETF | 2025-03-31 | New Buy New Buy | +0.32% | 9.15 ($9.21) 9.25 | $9.30 | 0.98% | New holding | 463,894 | 463,894 | |
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 2025-03-31 | Add Add | +0.32% | 37.84 ($40.57) 42.31 | $42.17 | 3.94% | Add 23.14% | 594,300 | 111,697 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.31% | 551.42 ($587.78) 612.93 | $614.91 | 4.62% | Add 35.9% | 28,345 | 7,488 | |
XLC |
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
| 2025-03-31 | Add Add | +0.31% | 94.84 ($99.87) 105.31 | $107.68 | 7.82% | Add 831.86% | 48,233 | 43,057 | |
PVAL | Putnam Focused Large Cap Value ETF | 2025-03-31 | Add Add | +0.31% | 36.8 ($38.31) 39.59 | $40.13 | 4.75% | Add 42.86% | 368,300 | 110,504 |
AdvisorNet Financial, Inc Total Holding History ($B)
AdvisorNet Financial, Inc's Asset Allocation
AdvisorNet Financial, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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AdvisorNet Financial, Inc's Hypothetical Growth since 2025-03-31
AdvisorNet Financial, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
AdvisorNet Financial, Inc's Holdings Heat Map
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AdvisorNet Financial, Inc's Holdings Bubble Chart
AdvisorNet Financial, Inc News
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