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
1276
$61K ﹤0.01%
2,221
1277
$61K ﹤0.01%
983
1278
$61K ﹤0.01%
1,218
1279
$61K ﹤0.01%
1,609
1280
$61K ﹤0.01%
780
1281
$61K ﹤0.01%
2,411
1282
$61K ﹤0.01%
2,450
1283
$60K ﹤0.01%
10,992
1284
$60K ﹤0.01%
2,367
1285
$60K ﹤0.01%
721
1286
$60K ﹤0.01%
1,334
1287
$60K ﹤0.01%
1,070
1288
$60K ﹤0.01%
1,426
1289
$60K ﹤0.01%
1,079
1290
$59K ﹤0.01%
3,790
1291
$59K ﹤0.01%
431
1292
$59K ﹤0.01%
619
1293
$59K ﹤0.01%
1,696
1294
$59K ﹤0.01%
1,630
1295
$59K ﹤0.01%
2,600
1296
$59K ﹤0.01%
540
1297
$59K ﹤0.01%
1,281
1298
$59K ﹤0.01%
5,345
1299
$59K ﹤0.01%
4,591
1300
$58K ﹤0.01%
1,282
50 51
52
53 54