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
2701
$1K ﹤0.01%
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2702
$1K ﹤0.01%
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2703
$1K ﹤0.01%
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2704
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2705
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2706
$1K ﹤0.01%
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2707
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2708
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2709
$1K ﹤0.01%
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2710
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2711
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2712
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2713
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2714
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2715
$1K ﹤0.01%
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2716
$1K ﹤0.01%
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2717
$1K ﹤0.01%
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2718
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2719
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2720
$1K ﹤0.01%
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2721
$1K ﹤0.01%
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2722
$1K ﹤0.01%
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2723
$1K ﹤0.01%
142
2724
$1K ﹤0.01%
20
2725
$1K ﹤0.01%
83
107 108
109
110 111