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
$2.69B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,715
New
Increased
Reduced
Closed

Top Sells

1 +$9.06M
2 +$7.88M
3 +$7.8M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$6.97M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$6.44M

Sector Composition

1 Technology 14.54%
2 Consumer Discretionary 8.2%
3 Financials 7.19%
4 Healthcare 6.71%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3251
-4,000
3252
0
3253
-1,601
3254
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3255
0
3256
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3257
-800
3258
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3259
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3260
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3261
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3262
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3263
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3264
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3265
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3266
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3267
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3268
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3270
0
3271
-5,638
3272
-725
3273
-8
3274
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3275
-25