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
1751
$23K ﹤0.01%
500
1752
$23K ﹤0.01%
599
1753
$23K ﹤0.01%
1,000
1754
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252
1755
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285
1756
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353
1757
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300
1758
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1,315
1759
$23K ﹤0.01%
1,403
1760
$23K ﹤0.01%
273
1761
$23K ﹤0.01%
1,275
1762
$23K ﹤0.01%
746
1763
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61
1764
$23K ﹤0.01%
2,355
1765
$23K ﹤0.01%
286
1766
$23K ﹤0.01%
1,671
1767
$23K ﹤0.01%
396
1768
$23K ﹤0.01%
931
1769
$22K ﹤0.01%
367
1770
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448
1771
$22K ﹤0.01%
610
1772
$22K ﹤0.01%
640
1773
$22K ﹤0.01%
187
1774
$22K ﹤0.01%
5,998
1775
$22K ﹤0.01%
685