IAS

INR Advisory Services Portfolio holdings

AUM $786M
1-Year Est. Return 2.23%
This Quarter Est. Return
1 Year Est. Return
+2.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$541M
AUM Growth
+$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$2.37M
3
+$152K
4
JNJ icon
Johnson & Johnson
JNJ
+$150K
5
ABBV icon
AbbVie
ABBV
+$74K

Top Sells

1
+$4.19M
2
+$3.18M
3
+$2.83M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.14M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.79M

Sector Composition

1 Technology 0.72%
2 Financials 0.7%
3 Healthcare 0.49%
4 Consumer Staples 0.43%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$74K 0.01%
+1,197
27
$69K 0.01%
810
28
$60K 0.01%
+1,330
29
$47K 0.01%
+1,195
30
$45K 0.01%
+957
31
$41K 0.01%
362
-960
32
$33K 0.01%
2,555
33
$31K 0.01%
+862
34
$22K ﹤0.01%
+293
35
$16K ﹤0.01%
+287
36
$14K ﹤0.01%
+132
37
$12K ﹤0.01%
+94
38
$11K ﹤0.01%
167
39
$11K ﹤0.01%
+94
40
$10K ﹤0.01%
126
41
$9K ﹤0.01%
115
42
$6K ﹤0.01%
160
43
$6K ﹤0.01%
+200
44
$4K ﹤0.01%
75
45
$4K ﹤0.01%
29
46
$4K ﹤0.01%
69
47
$4K ﹤0.01%
215
48
$4K ﹤0.01%
70
49
$3K ﹤0.01%
27
50
$3K ﹤0.01%
48
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