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
2076
$12K ﹤0.01%
1,681
2077
$12K ﹤0.01%
445
2078
$12K ﹤0.01%
484
2079
$12K ﹤0.01%
130
2080
$12K ﹤0.01%
119
2081
$12K ﹤0.01%
2,453
2082
$12K ﹤0.01%
1,060
2083
$12K ﹤0.01%
378
2084
$12K ﹤0.01%
246
2085
$12K ﹤0.01%
428
2086
$12K ﹤0.01%
285
2087
$12K ﹤0.01%
400
2088
$12K ﹤0.01%
258
2089
$12K ﹤0.01%
125
2090
$12K ﹤0.01%
200
2091
$12K ﹤0.01%
360
2092
$12K ﹤0.01%
876
2093
$12K ﹤0.01%
670
2094
$12K ﹤0.01%
853
2095
$12K ﹤0.01%
365
2096
$12K ﹤0.01%
230
2097
$11K ﹤0.01%
298
2098
$11K ﹤0.01%
220
2099
$11K ﹤0.01%
88
2100
$11K ﹤0.01%
226