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
1651
$28K ﹤0.01%
1,228
1652
$28K ﹤0.01%
573
1653
$27K ﹤0.01%
652
1654
$27K ﹤0.01%
721
1655
$27K ﹤0.01%
655
1656
$27K ﹤0.01%
531
1657
$27K ﹤0.01%
2,381
1658
$27K ﹤0.01%
561
1659
$27K ﹤0.01%
322
1660
$27K ﹤0.01%
6,196
1661
$27K ﹤0.01%
1,706
1662
$27K ﹤0.01%
1,228
1663
$27K ﹤0.01%
438
1664
$27K ﹤0.01%
630
1665
$27K ﹤0.01%
1,250
1666
$27K ﹤0.01%
893
1667
$27K ﹤0.01%
374
1668
$27K ﹤0.01%
1,047
1669
$27K ﹤0.01%
227
1670
$26K ﹤0.01%
510
1671
$26K ﹤0.01%
1,044
1672
$26K ﹤0.01%
439
1673
$26K ﹤0.01%
701
1674
$26K ﹤0.01%
22
1675
$26K ﹤0.01%
1,358
65 66
67
68 69