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
1151
$81K 0.01%
4,381
1152
$81K 0.01%
1,599
1153
$81K 0.01%
1,011
1154
$80K ﹤0.01%
2,712
1155
$80K ﹤0.01%
4,894
1156
$80K ﹤0.01%
1,974
1157
$80K ﹤0.01%
882
1158
$80K ﹤0.01%
900
1159
$79K ﹤0.01%
1,453
1160
$79K ﹤0.01%
965
1161
$79K ﹤0.01%
1,140
1162
$79K ﹤0.01%
368
1163
$78K ﹤0.01%
8,777
1164
$78K ﹤0.01%
609
1165
$78K ﹤0.01%
528
1166
$78K ﹤0.01%
3,552
1167
$77K ﹤0.01%
2,211
1168
$77K ﹤0.01%
713
1169
$77K ﹤0.01%
6,043
1170
$77K ﹤0.01%
2,118
1171
$77K ﹤0.01%
452
1172
$77K ﹤0.01%
5,000
1173
$77K ﹤0.01%
409
1174
$77K ﹤0.01%
946
1175
$77K ﹤0.01%
432
45 46
47
48 49