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
$3.75B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Sells

1 +$12.8M
2 +$11.5M
3 +$9.94M
4
IYE icon
iShares US Energy ETF
IYE
+$9.54M
5
PFIX icon
Simplify Interest Rate Hedge ETF
PFIX
+$9.1M

Sector Composition

1 Technology 15.98%
2 Healthcare 6.84%
3 Financials 6.31%
4 Consumer Discretionary 6.11%
5 Industrials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
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2752
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2753
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2754
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2756
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2757
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2758
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2761
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2762
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2763
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2767
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2769
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2770
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2771
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2772
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2773
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2774
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2775
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