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
2051
$13K ﹤0.01%
145
2052
$13K ﹤0.01%
387
2053
$13K ﹤0.01%
189
2054
$13K ﹤0.01%
390
2055
$13K ﹤0.01%
796
2056
$13K ﹤0.01%
400
2057
$13K ﹤0.01%
480
2058
$13K ﹤0.01%
2,450
2059
$13K ﹤0.01%
930
2060
$13K ﹤0.01%
47
2061
$13K ﹤0.01%
10,000
2062
$13K ﹤0.01%
460
2063
$12K ﹤0.01%
913
2064
$12K ﹤0.01%
310
2065
$12K ﹤0.01%
195
2066
$12K ﹤0.01%
680
2067
$12K ﹤0.01%
420
2068
$12K ﹤0.01%
366
2069
$12K ﹤0.01%
265
2070
$12K ﹤0.01%
136
2071
$12K ﹤0.01%
850
2072
$12K ﹤0.01%
279
2073
$12K ﹤0.01%
225
2074
$12K ﹤0.01%
267
2075
$12K ﹤0.01%
342