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
2101
$11K ﹤0.01%
1,015
2102
$11K ﹤0.01%
408
2103
$11K ﹤0.01%
107
2104
$11K ﹤0.01%
55
2105
$11K ﹤0.01%
1,440
2106
$11K ﹤0.01%
2,011
2107
$11K ﹤0.01%
230
2108
$11K ﹤0.01%
250
2109
$11K ﹤0.01%
210
2110
$11K ﹤0.01%
670
2111
$11K ﹤0.01%
234
2112
$11K ﹤0.01%
722
2113
$11K ﹤0.01%
372
2114
$11K ﹤0.01%
300
2115
$11K ﹤0.01%
429
2116
$11K ﹤0.01%
220
2117
$11K ﹤0.01%
257
2118
$11K ﹤0.01%
449
2119
$11K ﹤0.01%
730
2120
$11K ﹤0.01%
725
2121
$11K ﹤0.01%
162
2122
$11K ﹤0.01%
882
2123
$11K ﹤0.01%
242
2124
$11K ﹤0.01%
80
2125
$11K ﹤0.01%
386