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

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
1701
$25K ﹤0.01%
2,033
1702
$25K ﹤0.01%
398
1703
$25K ﹤0.01%
400
1704
$25K ﹤0.01%
948
1705
$25K ﹤0.01%
2,000
1706
$25K ﹤0.01%
870
1707
$25K ﹤0.01%
9,973
1708
$25K ﹤0.01%
856
1709
$25K ﹤0.01%
859
1710
$25K ﹤0.01%
500
1711
$25K ﹤0.01%
1,687
1712
$24K ﹤0.01%
422
1713
$24K ﹤0.01%
360
1714
$24K ﹤0.01%
1,094
1715
$24K ﹤0.01%
770
1716
$24K ﹤0.01%
1,429
1717
$24K ﹤0.01%
580
1718
$24K ﹤0.01%
579
1719
$24K ﹤0.01%
949
1720
$24K ﹤0.01%
538
1721
$24K ﹤0.01%
605
1722
$24K ﹤0.01%
380
1723
$24K ﹤0.01%
147
1724
$24K ﹤0.01%
262
1725
$24K ﹤0.01%
242