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
1626
$29K ﹤0.01%
290
1627
$29K ﹤0.01%
748
1628
$29K ﹤0.01%
44
1629
$29K ﹤0.01%
291
1630
$29K ﹤0.01%
2,083
1631
$28K ﹤0.01%
885
1632
$28K ﹤0.01%
351
1633
$28K ﹤0.01%
1,650
1634
$28K ﹤0.01%
624
1635
$28K ﹤0.01%
757
1636
$28K ﹤0.01%
890
1637
$28K ﹤0.01%
550
1638
$28K ﹤0.01%
463
1639
$28K ﹤0.01%
199
1640
$28K ﹤0.01%
7,278
1641
$28K ﹤0.01%
1,963
1642
$28K ﹤0.01%
646
1643
$28K ﹤0.01%
1,645
1644
$28K ﹤0.01%
406
1645
$28K ﹤0.01%
464
1646
$28K ﹤0.01%
1,075
1647
$28K ﹤0.01%
2,622
1648
$28K ﹤0.01%
700
1649
$28K ﹤0.01%
1,846
1650
$28K ﹤0.01%
1,100
64 65
66
67 68