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
2126
$1K ﹤0.01%
+8
2127
$1K ﹤0.01%
+65
2128
$1K ﹤0.01%
+40
2129
$1K ﹤0.01%
+19
2130
$1K ﹤0.01%
+18
2131
$1K ﹤0.01%
+21
2132
– –
0
2133
$1K ﹤0.01%
+23
2134
$1K ﹤0.01%
+10
2135
$1K ﹤0.01%
+110
2136
$1K ﹤0.01%
+33
2137
$1K ﹤0.01%
+29
2138
$1K ﹤0.01%
+87
2139
$1K ﹤0.01%
+15
2140
$1K ﹤0.01%
+50
2141
$1K ﹤0.01%
+68
2142
$1K ﹤0.01%
+3
2143
$1K ﹤0.01%
+34
2144
$1K ﹤0.01%
+100
2145
$1K ﹤0.01%
+17
2146
$1K ﹤0.01%
+24
2147
$1K ﹤0.01%
+32
2148
$1K ﹤0.01%
+100
2149
$1K ﹤0.01%
+10
2150
$1K ﹤0.01%
+12
84 85
86
87 88