ASSET PLANNING SERVICES INC /LA/ /ADV
ASSET PLANNING SERVICES INC /LA/ /ADV runs ASSET PLANNING SERVICES INC /LA/ /ADV and currently holds 34 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $228.06M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ASSET PLANNING SERVICES INC /LA/ /ADV ranks #448 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ASSET PLANNING SERVICES INC /LA/ /ADV's portfolio at ASSET PLANNING SERVICES INC /LA/ /ADV has delivered returns of +26.66%. Their 3-year annualized return is +73.95%. Looking at the 5-year horizon, ASSET PLANNING SERVICES INC /LA/ /ADV has achieved +77.84% annualized returns at ASSET PLANNING SERVICES INC /LA/ /ADV.
Portfolio Value
$228.06M
Alpha Score
58.7
#448 of 1000
Holdings
34
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|