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
1501
$38K ﹤0.01%
181
1502
$38K ﹤0.01%
134
1503
$38K ﹤0.01%
276
1504
$38K ﹤0.01%
2,000
1505
$38K ﹤0.01%
359
1506
$38K ﹤0.01%
286
1507
$38K ﹤0.01%
315
1508
$38K ﹤0.01%
1,600
1509
$38K ﹤0.01%
2,095
1510
$37K ﹤0.01%
1,838
1511
$37K ﹤0.01%
948
1512
$37K ﹤0.01%
2,969
1513
$37K ﹤0.01%
2,175
1514
$37K ﹤0.01%
1,269
1515
$37K ﹤0.01%
748
1516
$37K ﹤0.01%
263
1517
$37K ﹤0.01%
355
1518
$37K ﹤0.01%
1,655
1519
$37K ﹤0.01%
390
1520
$37K ﹤0.01%
1,155
1521
$37K ﹤0.01%
2,076
1522
$37K ﹤0.01%
800
1523
$37K ﹤0.01%
550
1524
$36K ﹤0.01%
855
1525
$36K ﹤0.01%
1,241
59 60
61
62 63