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
1976
$15K ﹤0.01%
180
1977
$15K ﹤0.01%
333
1978
$15K ﹤0.01%
200
1979
$15K ﹤0.01%
2,236
1980
$15K ﹤0.01%
167
1981
$15K ﹤0.01%
390
1982
$15K ﹤0.01%
484
1983
$15K ﹤0.01%
418
1984
$15K ﹤0.01%
1,200
1985
$15K ﹤0.01%
544
1986
$15K ﹤0.01%
4,100
1987
$14K ﹤0.01%
430
1988
$14K ﹤0.01%
398
1989
$14K ﹤0.01%
1,924
1990
$14K ﹤0.01%
295
1991
$14K ﹤0.01%
285
1992
$14K ﹤0.01%
585
1993
$14K ﹤0.01%
131
1994
$14K ﹤0.01%
250
1995
$14K ﹤0.01%
408
1996
$14K ﹤0.01%
194
1997
$14K ﹤0.01%
548
1998
$14K ﹤0.01%
1,732
1999
$14K ﹤0.01%
1,321
2000
$14K ﹤0.01%
812
78 79
80
81 82