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

Top Sells

1
+$823K
2
+$104K
3
+$100K
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$25.5K
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$23K

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
2126
$11K ﹤0.01%
68
2127
$11K ﹤0.01%
262
2128
$11K ﹤0.01%
38
2129
$11K ﹤0.01%
82
2130
$11K ﹤0.01%
1,151
2131
$11K ﹤0.01%
1,600
2132
$11K ﹤0.01%
440
2133
$10K ﹤0.01%
471
2134
$10K ﹤0.01%
190
2135
$10K ﹤0.01%
72
2136
$10K ﹤0.01%
515
2137
$10K ﹤0.01%
623
2138
$10K ﹤0.01%
2,364
2139
$10K ﹤0.01%
266
2140
$10K ﹤0.01%
306
2141
$10K ﹤0.01%
245
2142
$10K ﹤0.01%
400
2143
$10K ﹤0.01%
522
2144
$10K ﹤0.01%
400
2145
$10K ﹤0.01%
400
2146
$10K ﹤0.01%
394
2147
$10K ﹤0.01%
1,000
2148
$10K ﹤0.01%
367
2149
$10K ﹤0.01%
185
2150
$10K ﹤0.01%
257
84 85
86
87 88