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
2201
$9K ﹤0.01%
135
2202
$9K ﹤0.01%
310
2203
$9K ﹤0.01%
198
2204
$9K ﹤0.01%
413
2205
$9K ﹤0.01%
292
2206
$9K ﹤0.01%
1,994
2207
$9K ﹤0.01%
110
2208
$9K ﹤0.01%
342
2209
$9K ﹤0.01%
428
2210
$9K ﹤0.01%
515
2211
$9K ﹤0.01%
176
2212
$9K ﹤0.01%
376
2213
$9K ﹤0.01%
1,143
2214
$9K ﹤0.01%
1,004
2215
$9K ﹤0.01%
211
2216
$9K ﹤0.01%
225
2217
$9K ﹤0.01%
287
2218
$9K ﹤0.01%
229
2219
$9K ﹤0.01%
284
2220
$9K ﹤0.01%
91
2221
$9K ﹤0.01%
333
2222
$9K ﹤0.01%
175
2223
$9K ﹤0.01%
685
2224
$9K ﹤0.01%
1,200
2225
$9K ﹤0.01%
305