ASN

Advisory Services Network Portfolio holdings

AUM $6.82B
1-Year Est. Return 23.88%
This Quarter Est. Return
1 Year Est. Return
+23.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.69B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,715
New
Increased
Reduced
Closed

Top Sells

1 +$9.06M
2 +$7.88M
3 +$7.8M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$6.97M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$6.44M

Sector Composition

1 Technology 14.54%
2 Consumer Discretionary 8.2%
3 Financials 7.19%
4 Healthcare 6.71%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
-1,709
2477
-5,000
2478
-1,631
2479
-1
2480
-12
2481
-3,226
2482
-28
2483
-127
2484
-956
2485
-100
2486
-100
2487
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2488
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2489
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2490
-250
2491
-523
2492
-77
2493
-260
2494
-58
2495
0
2496
-1,571
2497
-177
2498
-1,261
2499
-1,230
2500
-34