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
1926
$16K ﹤0.01%
151
1927
$16K ﹤0.01%
1,139
1928
$16K ﹤0.01%
98
1929
$16K ﹤0.01%
900
1930
$16K ﹤0.01%
332
1931
$16K ﹤0.01%
547
1932
$16K ﹤0.01%
134
1933
$16K ﹤0.01%
401
1934
$16K ﹤0.01%
242
1935
$16K ﹤0.01%
160
1936
$16K ﹤0.01%
1,000
1937
$16K ﹤0.01%
455
1938
$16K ﹤0.01%
10,000
1939
$16K ﹤0.01%
165
1940
$16K ﹤0.01%
1,200
1941
$16K ﹤0.01%
346
1942
$16K ﹤0.01%
142
1943
$16K ﹤0.01%
319
1944
$15K ﹤0.01%
372
1945
$15K ﹤0.01%
970
1946
$15K ﹤0.01%
216
1947
$15K ﹤0.01%
577
1948
$15K ﹤0.01%
420
1949
$15K ﹤0.01%
212
1950
$15K ﹤0.01%
183
76 77
78
79 80