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
1951
$15K ﹤0.01%
396
1952
$15K ﹤0.01%
4,000
1953
$15K ﹤0.01%
489
1954
$15K ﹤0.01%
300
1955
$15K ﹤0.01%
147
1956
$15K ﹤0.01%
730
1957
$15K ﹤0.01%
1,948
1958
$15K ﹤0.01%
289
1959
$15K ﹤0.01%
1,000
1960
$15K ﹤0.01%
600
1961
$15K ﹤0.01%
175
1962
$15K ﹤0.01%
185
1963
$15K ﹤0.01%
409
1964
$15K ﹤0.01%
816
1965
$15K ﹤0.01%
1,147
1966
$15K ﹤0.01%
154
1967
$15K ﹤0.01%
607
1968
$15K ﹤0.01%
214
1969
$15K ﹤0.01%
164
1970
$15K ﹤0.01%
251
1971
$15K ﹤0.01%
530
1972
$15K ﹤0.01%
133
1973
$15K ﹤0.01%
1,010
1974
$15K ﹤0.01%
575
1975
$15K ﹤0.01%
495