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
1376
$49K ﹤0.01%
538
1377
$48K ﹤0.01%
520
1378
$48K ﹤0.01%
805
1379
$48K ﹤0.01%
1,043
1380
$48K ﹤0.01%
1,712
1381
$48K ﹤0.01%
1,369
1382
$48K ﹤0.01%
1,135
1383
$48K ﹤0.01%
1,248
1384
$48K ﹤0.01%
240
1385
$48K ﹤0.01%
1,347
1386
$48K ﹤0.01%
714
1387
$48K ﹤0.01%
47
1388
$48K ﹤0.01%
1,246
1389
$47K ﹤0.01%
345
1390
$47K ﹤0.01%
1,540
1391
$47K ﹤0.01%
174
1392
$47K ﹤0.01%
1,495
1393
$47K ﹤0.01%
2,905
1394
$47K ﹤0.01%
1,800
1395
$47K ﹤0.01%
1,231
1396
$47K ﹤0.01%
1,092
1397
$46K ﹤0.01%
2,280
1398
$46K ﹤0.01%
1,995
1399
$46K ﹤0.01%
780
1400
$46K ﹤0.01%
664
54 55
56
57 58