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
1601
$31K ﹤0.01%
1,703
1602
$31K ﹤0.01%
3,800
1603
$31K ﹤0.01%
2,521
1604
$31K ﹤0.01%
651
1605
$30K ﹤0.01%
2,144
1606
$30K ﹤0.01%
85
1607
$30K ﹤0.01%
593
1608
$30K ﹤0.01%
846
1609
$30K ﹤0.01%
983
1610
$30K ﹤0.01%
900
1611
$30K ﹤0.01%
2,952
1612
$30K ﹤0.01%
500
1613
$30K ﹤0.01%
1,755
1614
$29K ﹤0.01%
129
1615
$29K ﹤0.01%
85
1616
$29K ﹤0.01%
1,520
1617
$29K ﹤0.01%
774
1618
$29K ﹤0.01%
535
1619
$29K ﹤0.01%
550
1620
$29K ﹤0.01%
2,683
1621
$29K ﹤0.01%
246
1622
$29K ﹤0.01%
1,962
1623
$29K ﹤0.01%
1,200
1624
$29K ﹤0.01%
951
1625
$29K ﹤0.01%
1,788
63 64
65
66 67