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 9.52%
2 Healthcare 8.17%
3 Financials 7.91%
4 Industrials 7.03%
5 Consumer Discretionary 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$1K ﹤0.01%
+50
2102
$1K ﹤0.01%
+150
2103
$1K ﹤0.01%
+30
2104
$1K ﹤0.01%
+25
2105
$1K ﹤0.01%
+46
2106
$1K ﹤0.01%
+280
2107
$1K ﹤0.01%
+44
2108
$1K ﹤0.01%
+300
2109
$1K ﹤0.01%
+106
2110
$1K ﹤0.01%
+115
2111
$1K ﹤0.01%
+200
2112
$1K ﹤0.01%
+180
2113
$1K ﹤0.01%
+10
2114
$1K ﹤0.01%
+20
2115
$1K ﹤0.01%
+18
2116
$1K ﹤0.01%
+84
2117
$1K ﹤0.01%
+18
2118
$1K ﹤0.01%
+21
2119
$1K ﹤0.01%
+25
2120
$1K ﹤0.01%
+15
2121
$1K ﹤0.01%
+21
2122
$1K ﹤0.01%
+20
2123
$1K ﹤0.01%
+52
2124
$1K ﹤0.01%
+30
2125
$1K ﹤0.01%
+68