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
2301
$7K ﹤0.01%
87
2302
$7K ﹤0.01%
149
2303
$7K ﹤0.01%
358
2304
$7K ﹤0.01%
130
2305
$7K ﹤0.01%
220
2306
$7K ﹤0.01%
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2307
$7K ﹤0.01%
1,000
2308
$7K ﹤0.01%
473
2309
$7K ﹤0.01%
170
2310
$7K ﹤0.01%
250
2311
$7K ﹤0.01%
236
2312
$7K ﹤0.01%
59
2313
$7K ﹤0.01%
128
2314
$7K ﹤0.01%
365
2315
$7K ﹤0.01%
500
2316
$7K ﹤0.01%
255
2317
$7K ﹤0.01%
57
2318
$7K ﹤0.01%
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2319
$7K ﹤0.01%
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2320
$7K ﹤0.01%
229
2321
$7K ﹤0.01%
152
2322
$7K ﹤0.01%
354
2323
$7K ﹤0.01%
465
2324
$7K ﹤0.01%
25
2325
$7K ﹤0.01%
603