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
1201
$73K ﹤0.01%
1,578
1202
$73K ﹤0.01%
2,173
1203
$73K ﹤0.01%
14,200
1204
$73K ﹤0.01%
3,446
1205
$73K ﹤0.01%
2,874
1206
$73K ﹤0.01%
3,964
1207
$73K ﹤0.01%
2,825
1208
$73K ﹤0.01%
270
1209
$72K ﹤0.01%
850
1210
$72K ﹤0.01%
3,510
1211
$72K ﹤0.01%
3,430
1212
$72K ﹤0.01%
3,478
1213
$72K ﹤0.01%
2,500
1214
$71K ﹤0.01%
1,565
1215
$71K ﹤0.01%
25,075
1216
$71K ﹤0.01%
2,771
1217
$71K ﹤0.01%
1,475
1218
$71K ﹤0.01%
1,904
1219
$71K ﹤0.01%
6,074
1220
$70K ﹤0.01%
2,055
1221
$70K ﹤0.01%
2,410
1222
$70K ﹤0.01%
1,531
1223
$70K ﹤0.01%
1,640
1224
$70K ﹤0.01%
3,515
1225
$70K ﹤0.01%
7,400
47 48
49
50 51