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
1326
$54K ﹤0.01%
922
1327
$54K ﹤0.01%
307
1328
$54K ﹤0.01%
1,186
1329
$54K ﹤0.01%
2,150
1330
$54K ﹤0.01%
1,790
1331
$54K ﹤0.01%
1,500
1332
$54K ﹤0.01%
977
1333
$54K ﹤0.01%
974
1334
$53K ﹤0.01%
1,203
1335
$53K ﹤0.01%
1,412
1336
$53K ﹤0.01%
6,533
1337
$53K ﹤0.01%
3,057
1338
$52K ﹤0.01%
4,666
1339
$52K ﹤0.01%
1,082
1340
$52K ﹤0.01%
1,662
1341
$52K ﹤0.01%
1,553
1342
$52K ﹤0.01%
786
1343
$52K ﹤0.01%
1,015
1344
$52K ﹤0.01%
911
1345
$52K ﹤0.01%
499
1346
$52K ﹤0.01%
1,005
1347
$51K ﹤0.01%
725
1348
$51K ﹤0.01%
1,388
-694
1349
$51K ﹤0.01%
715
1350
$51K ﹤0.01%
206
52 53
54
55 56