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
$688M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,271
New
Increased
Reduced
Closed

Top Buys

1 +$17.3M
2 +$12.4M
3 +$10.5M
4
AMZN icon
Amazon
AMZN
+$8.38M
5
META icon
Meta Platforms (Facebook)
META
+$6.66M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.54%
2 Healthcare 8.17%
3 Financials 7.9%
4 Industrials 7.01%
5 Consumer Discretionary 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$5K ﹤0.01%
+342
1702
$5K ﹤0.01%
+50
1703
$5K ﹤0.01%
+65
1704
$5K ﹤0.01%
+261
1705
$5K ﹤0.01%
+153
1706
$5K ﹤0.01%
+84
1707
$5K ﹤0.01%
+135
1708
$5K ﹤0.01%
+86
1709
$5K ﹤0.01%
+120
1710
$5K ﹤0.01%
+16
1711
$5K ﹤0.01%
+20
1712
$5K ﹤0.01%
+62
1713
$5K ﹤0.01%
+86
1714
$5K ﹤0.01%
+98
1715
$5K ﹤0.01%
+138
1716
$5K ﹤0.01%
+85
1717
$5K ﹤0.01%
+439
1718
$5K ﹤0.01%
+584
1719
$5K ﹤0.01%
+100
1720
$5K ﹤0.01%
+309
1721
$5K ﹤0.01%
+303
1722
$5K ﹤0.01%
+135
1723
$5K ﹤0.01%
+142
1724
$5K ﹤0.01%
+150
1725
$5K ﹤0.01%
+105