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
1676
$26K ﹤0.01%
744
1677
$26K ﹤0.01%
325
1678
$26K ﹤0.01%
1,856
1679
$26K ﹤0.01%
1,010
1680
$26K ﹤0.01%
1,892
1681
$26K ﹤0.01%
600
1682
$26K ﹤0.01%
450
1683
$26K ﹤0.01%
227
1684
$26K ﹤0.01%
1,657
1685
$26K ﹤0.01%
809
1686
$26K ﹤0.01%
350
1687
$26K ﹤0.01%
28,571
1688
$26K ﹤0.01%
373
1689
$26K ﹤0.01%
203
1690
$25K ﹤0.01%
525
1691
$25K ﹤0.01%
535
1692
$25K ﹤0.01%
1,496
1693
$25K ﹤0.01%
725
1694
$25K ﹤0.01%
606
1695
$25K ﹤0.01%
2,366
1696
$25K ﹤0.01%
551
1697
$25K ﹤0.01%
1,937
1698
$25K ﹤0.01%
427
1699
$25K ﹤0.01%
3,209
1700
$25K ﹤0.01%
860
66 67
68
69 70