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
2426
$5K ﹤0.01%
211
2427
$5K ﹤0.01%
79
2428
$5K ﹤0.01%
250
2429
$5K ﹤0.01%
142
2430
$5K ﹤0.01%
99
2431
$5K ﹤0.01%
55
2432
$5K ﹤0.01%
95
2433
$5K ﹤0.01%
119
2434
$5K ﹤0.01%
140
2435
$5K ﹤0.01%
43
2436
$5K ﹤0.01%
125
2437
$5K ﹤0.01%
222
2438
$5K ﹤0.01%
271
2439
$5K ﹤0.01%
1,125
2440
$5K ﹤0.01%
1,000
2441
$5K ﹤0.01%
129
2442
$5K ﹤0.01%
203
2443
$5K ﹤0.01%
897
2444
$4K ﹤0.01%
200
2445
$4K ﹤0.01%
295
2446
$4K ﹤0.01%
104
2447
$4K ﹤0.01%
141
2448
$4K ﹤0.01%
167
2449
$4K ﹤0.01%
1,176
2450
$4K ﹤0.01%
61