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
1426
$44K ﹤0.01%
1,705
1427
$44K ﹤0.01%
3,973
1428
$43K ﹤0.01%
4,181
1429
$43K ﹤0.01%
550
1430
$43K ﹤0.01%
2,059
1431
$43K ﹤0.01%
3,608
1432
$43K ﹤0.01%
499
1433
$43K ﹤0.01%
2,151
1434
$43K ﹤0.01%
3,127
1435
$43K ﹤0.01%
846
1436
$43K ﹤0.01%
754
1437
$43K ﹤0.01%
1,441
1438
$43K ﹤0.01%
112
1439
$43K ﹤0.01%
608
1440
$43K ﹤0.01%
2,140
1441
$43K ﹤0.01%
2,573
1442
$43K ﹤0.01%
593
1443
$42K ﹤0.01%
5,069
1444
$42K ﹤0.01%
3,150
1445
$42K ﹤0.01%
322
1446
$42K ﹤0.01%
770
1447
$42K ﹤0.01%
1,650
1448
$42K ﹤0.01%
1,684
1449
$42K ﹤0.01%
628
1450
$42K ﹤0.01%
1,355
56 57
58
59 60