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
1826
$4K ﹤0.01%
+105
1827
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+100
1828
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+25
1829
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+428
1830
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1831
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+63
1832
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1833
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+132
1834
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+319
1835
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+125
1836
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+79
1837
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1838
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1839
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1840
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+50
1841
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+448
1842
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+155
1843
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+15
1844
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+48
1845
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+150
1846
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+249
1847
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+74
1848
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+7
1849
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+111
1850
$4K ﹤0.01%
+95