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
1526
$36K ﹤0.01%
825
1527
$36K ﹤0.01%
650
1528
$36K ﹤0.01%
1,160
1529
$36K ﹤0.01%
1,174
1530
$36K ﹤0.01%
1,070
1531
$36K ﹤0.01%
143
1532
$36K ﹤0.01%
130
1533
$36K ﹤0.01%
819
1534
$36K ﹤0.01%
3,910
1535
$36K ﹤0.01%
1,450
1536
$36K ﹤0.01%
597
1537
$35K ﹤0.01%
2,757
1538
$35K ﹤0.01%
722
1539
$35K ﹤0.01%
731
1540
$35K ﹤0.01%
3,000
1541
$35K ﹤0.01%
4,945
1542
$35K ﹤0.01%
960
1543
$35K ﹤0.01%
671
1544
$35K ﹤0.01%
455
1545
$35K ﹤0.01%
307
1546
$35K ﹤0.01%
1,222
1547
$35K ﹤0.01%
3,089
1548
$34K ﹤0.01%
5,000
1549
$34K ﹤0.01%
1,425
1550
$34K ﹤0.01%
2,674
60 61
62
63 64