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
1251
$65K ﹤0.01%
1,203
1252
$65K ﹤0.01%
2,890
1253
$65K ﹤0.01%
7,958
1254
$65K ﹤0.01%
1,812
1255
$65K ﹤0.01%
813
1256
$64K ﹤0.01%
1,365
1257
$64K ﹤0.01%
1,662
1258
$64K ﹤0.01%
1,575
1259
$64K ﹤0.01%
3,121
1260
$64K ﹤0.01%
1,347
1261
$64K ﹤0.01%
1,066
1262
$64K ﹤0.01%
2,700
1263
$64K ﹤0.01%
21,206
1264
$63K ﹤0.01%
593
1265
$63K ﹤0.01%
436
1266
$63K ﹤0.01%
826
1267
$62K ﹤0.01%
235
1268
$62K ﹤0.01%
653
1269
$62K ﹤0.01%
1,774
1270
$62K ﹤0.01%
7,240
1271
$62K ﹤0.01%
1,349
1272
$61K ﹤0.01%
316
1273
$61K ﹤0.01%
589
1274
$61K ﹤0.01%
1,261
1275
$61K ﹤0.01%
3,200
49 50
51
52 53