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
1226
$69K ﹤0.01%
799
1227
$69K ﹤0.01%
50,172
1228
$69K ﹤0.01%
999
1229
$69K ﹤0.01%
2,311
1230
$69K ﹤0.01%
7,752
1231
$68K ﹤0.01%
313
1232
$68K ﹤0.01%
607
1233
$68K ﹤0.01%
2,694
1234
$68K ﹤0.01%
3,150
1235
$68K ﹤0.01%
25,488
1236
$67K ﹤0.01%
9,000
1237
$67K ﹤0.01%
2,926
1238
$67K ﹤0.01%
299
1239
$67K ﹤0.01%
1,432
1240
$67K ﹤0.01%
6,267
1241
$67K ﹤0.01%
4,688
1242
$67K ﹤0.01%
3,207
1243
$67K ﹤0.01%
800
1244
$66K ﹤0.01%
1,442
1245
$66K ﹤0.01%
1,058
1246
$66K ﹤0.01%
2,033
1247
$66K ﹤0.01%
1,882
1248
$66K ﹤0.01%
1,014
1249
$66K ﹤0.01%
943
1250
$65K ﹤0.01%
1,939
48 49
50
51 52