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
2626
$2K ﹤0.01%
190
2627
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66
2628
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46
2629
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32
2630
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81
2631
$2K ﹤0.01%
150
2632
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33
2633
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208
2634
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36
2635
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25
2636
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60
2637
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2638
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2639
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2640
$2K ﹤0.01%
40
2641
$2K ﹤0.01%
47
2642
$2K ﹤0.01%
61
2643
$2K ﹤0.01%
127
2644
$2K ﹤0.01%
47
2645
$2K ﹤0.01%
358
2646
$2K ﹤0.01%
48
2647
$2K ﹤0.01%
55
2648
$2K ﹤0.01%
167
2649
$2K ﹤0.01%
43
2650
$2K ﹤0.01%
28
104 105
106
107 108