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
826
$203K 0.01%
20,572
827
$203K 0.01%
1,483
828
$203K 0.01%
13,255
829
$202K 0.01%
7,315
830
$201K 0.01%
7,567
831
$200K 0.01%
3,095
832
$199K 0.01%
7,208
833
$198K 0.01%
5,486
834
$198K 0.01%
5,428
835
$198K 0.01%
3,090
836
$196K 0.01%
8,538
837
$196K 0.01%
6,109
838
$195K 0.01%
3,325
839
$194K 0.01%
13,225
840
$193K 0.01%
2,032
841
$193K 0.01%
8,384
842
$193K 0.01%
1,560
843
$192K 0.01%
248
844
$192K 0.01%
8,359
845
$192K 0.01%
3,324
846
$191K 0.01%
4,899
847
$190K 0.01%
3,239
848
$189K 0.01%
15,608
849
$189K 0.01%
6,156
850
$189K 0.01%
10,381
32 33
34
35 36