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
1176
$77K ﹤0.01%
1,453
1177
$76K ﹤0.01%
3,189
1178
$76K ﹤0.01%
2,154
1179
$76K ﹤0.01%
1,462
1180
$76K ﹤0.01%
15,149
1181
$76K ﹤0.01%
3,545
1182
$76K ﹤0.01%
5,664
1183
$76K ﹤0.01%
939
1184
$75K ﹤0.01%
1,095
1185
$75K ﹤0.01%
5,051
1186
$75K ﹤0.01%
1,566
1187
$75K ﹤0.01%
800
1188
$75K ﹤0.01%
21,805
1189
$75K ﹤0.01%
603
1190
$75K ﹤0.01%
33,272
1191
$75K ﹤0.01%
3,280
1192
$74K ﹤0.01%
357
1193
$74K ﹤0.01%
5,196
1194
$74K ﹤0.01%
1,106
1195
$74K ﹤0.01%
1,282
1196
$74K ﹤0.01%
565
1197
$74K ﹤0.01%
1,540
1198
$73K ﹤0.01%
1,971
1199
$73K ﹤0.01%
2,629
1200
$73K ﹤0.01%
465
46 47
48
49 50