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
1726
$24K ﹤0.01%
1,800
1727
$24K ﹤0.01%
937
1728
$24K ﹤0.01%
450
1729
$24K ﹤0.01%
1,475
1730
$24K ﹤0.01%
3,401
1731
$24K ﹤0.01%
50
1732
$24K ﹤0.01%
328
1733
$24K ﹤0.01%
750
1734
$23K ﹤0.01%
372
-372
1735
$23K ﹤0.01%
704
1736
$23K ﹤0.01%
481
1737
$23K ﹤0.01%
900
1738
$23K ﹤0.01%
1,675
1739
$23K ﹤0.01%
700
1740
$23K ﹤0.01%
1,128
1741
$23K ﹤0.01%
498
1742
$23K ﹤0.01%
2,759
1743
$23K ﹤0.01%
410
1744
$23K ﹤0.01%
3,062
-65
1745
$23K ﹤0.01%
270
1746
$23K ﹤0.01%
3,500
1747
$23K ﹤0.01%
243
1748
$23K ﹤0.01%
800
1749
$23K ﹤0.01%
293
1750
$23K ﹤0.01%
131
68 69
70
71 72