ASN
Advisory Services Network Portfolio holdings
AUM
$6.21B
1-Year Return
19.36%
This Quarter Return
+6.2%
1 Year Return
+19.36%
3 Year Return
+75.43%
5 Year Return
+137.86%
10 Year Return
–
AUM
$688M
AUM Growth
–
Cap. Flow
+$688M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
11.89%
Holding
2,271
New
2,255
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$17.3M |
| 2 |
Apple
AAPL
|
+$12.4M |
| 3 |
Exxon Mobil
XOM
|
+$10.5M |
| 4 |
Amazon
AMZN
|
+$8.38M |
| 5 |
Meta Platforms (Facebook)
META
|
+$6.66M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.54% |
| 2 | Healthcare | 8.17% |
| 3 | Financials | 7.9% |
| 4 | Industrials | 7.01% |
| 5 | Consumer Discretionary | 5.83% |
