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
2551
$3K ﹤0.01%
150
2552
$3K ﹤0.01%
113
2553
$3K ﹤0.01%
46
2554
$3K ﹤0.01%
35
2555
$3K ﹤0.01%
66
2556
$3K ﹤0.01%
53
2557
$3K ﹤0.01%
255
2558
$3K ﹤0.01%
104
2559
$3K ﹤0.01%
19
2560
$3K ﹤0.01%
352
2561
$3K ﹤0.01%
168
2562
$3K ﹤0.01%
213
2563
$3K ﹤0.01%
83
2564
$3K ﹤0.01%
33
2565
$3K ﹤0.01%
187
2566
$3K ﹤0.01%
100
2567
$3K ﹤0.01%
202
2568
$3K ﹤0.01%
138
2569
$3K ﹤0.01%
96
2570
$3K ﹤0.01%
52
2571
$3K ﹤0.01%
134
2572
$3K ﹤0.01%
47
2573
$3K ﹤0.01%
56
2574
$3K ﹤0.01%
175
2575
$3K ﹤0.01%
56
101 102
103
104 105