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
$1.63B
AUM Growth
+$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,900
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$475K
3
+$8.67K
4
LC icon
LendingClub
LC
+$5.6K

Top Sells

1
+$823K
2
+$104K
3
+$100K
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$25.5K
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$23K

Sector Composition

1 Technology 8.7%
2 Financials 7.37%
3 Healthcare 6.26%
4 Industrials 5.25%
5 Consumer Discretionary 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$4K ﹤0.01%
200
2502
$4K ﹤0.01%
135
2503
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446
2504
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2505
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2506
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3
2507
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552
2508
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2509
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2510
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2511
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2512
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2513
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2514
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2515
$4K ﹤0.01%
400
2516
$4K ﹤0.01%
100
2517
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2518
$4K ﹤0.01%
1,279
2519
$4K ﹤0.01%
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2520
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2521
$3K ﹤0.01%
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2522
$3K ﹤0.01%
22
2523
$3K ﹤0.01%
8
2524
$3K ﹤0.01%
72
2525
$3K ﹤0.01%
60
99 100
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102 103