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
1476
$40K ﹤0.01%
1,436
1477
$40K ﹤0.01%
246
1478
$40K ﹤0.01%
1,631
1479
$40K ﹤0.01%
1,060
1480
$40K ﹤0.01%
806
1481
$40K ﹤0.01%
1,190
1482
$40K ﹤0.01%
1,050
1483
$39K ﹤0.01%
2,698
1484
$39K ﹤0.01%
2,606
1485
$39K ﹤0.01%
894
1486
$39K ﹤0.01%
2,400
1487
$39K ﹤0.01%
1,399
1488
$39K ﹤0.01%
1,238
1489
$39K ﹤0.01%
481
1490
$39K ﹤0.01%
264
1491
$39K ﹤0.01%
2,700
1492
$39K ﹤0.01%
687
1493
$39K ﹤0.01%
795
1494
$39K ﹤0.01%
1,695
1495
$39K ﹤0.01%
737
1496
$38K ﹤0.01%
1,666
1497
$38K ﹤0.01%
2,810
1498
$38K ﹤0.01%
1,064
1499
$38K ﹤0.01%
1,005
1500
$38K ﹤0.01%
869
58 59
60
61 62