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
2401
$5K ﹤0.01%
200
2402
$5K ﹤0.01%
125
2403
$5K ﹤0.01%
1,250
2404
$5K ﹤0.01%
1,000
2405
$5K ﹤0.01%
219
2406
$5K ﹤0.01%
260
2407
$5K ﹤0.01%
221
2408
$5K ﹤0.01%
31
2409
$5K ﹤0.01%
80
2410
$5K ﹤0.01%
500
2411
$5K ﹤0.01%
200
2412
$5K ﹤0.01%
377
2413
$5K ﹤0.01%
53
2414
$5K ﹤0.01%
37
2415
$5K ﹤0.01%
10
2416
$5K ﹤0.01%
1,479
2417
$5K ﹤0.01%
556
2418
$5K ﹤0.01%
661
2419
$5K ﹤0.01%
83
2420
$5K ﹤0.01%
141
2421
$5K ﹤0.01%
100
2422
$5K ﹤0.01%
259
2423
$5K ﹤0.01%
900
2424
$5K ﹤0.01%
220
2425
$5K ﹤0.01%
157