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
2076
$1K ﹤0.01%
+52
2077
$1K ﹤0.01%
+3
2078
$1K ﹤0.01%
+14
2079
$1K ﹤0.01%
+47
2080
$1K ﹤0.01%
+17
2081
$1K ﹤0.01%
+25
2082
$1K ﹤0.01%
+46
2083
$1K ﹤0.01%
+280
2084
$1K ﹤0.01%
+180
2085
$1K ﹤0.01%
+10
2086
$1K ﹤0.01%
+20
2087
$1K ﹤0.01%
+18
2088
$1K ﹤0.01%
+19
2089
– –
0
2090
$1K ﹤0.01%
+117
2091
$1K ﹤0.01%
+17
2092
$1K ﹤0.01%
+24
2093
$1K ﹤0.01%
+32
2094
$1K ﹤0.01%
+100
2095
$1K ﹤0.01%
+40
2096
$1K ﹤0.01%
+10
2097
$1K ﹤0.01%
+12
2098
$1K ﹤0.01%
+38
2099
$1K ﹤0.01%
+2
2100
$1K ﹤0.01%
+3
82 83
84
85 86