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
$653M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$19M
3
+$1.54M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.46M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$890K

Top Sells

1
+$13.7M
2
+$7.35M
3
+$1.65M
4
BA icon
Boeing
BA
+$1.58M
5
JPM icon
JPMorgan Chase
JPM
+$1.58M

Sector Composition

1 Consumer Staples 0.07%
2 Financials 0.04%
3 Healthcare 0.04%
4 Technology 0.01%
5 Consumer Discretionary 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7K ﹤0.01%
203
+35
52
$7K ﹤0.01%
106
+21
53
$7K ﹤0.01%
123
+18
54
$7K ﹤0.01%
89
+14
55
$7K ﹤0.01%
155
+19
56
$6K ﹤0.01%
90
+14
57
$6K ﹤0.01%
53
+26
58
$6K ﹤0.01%
102
+14
59
$6K ﹤0.01%
118
+20
60
$6K ﹤0.01%
87
+7
61
$5K ﹤0.01%
30
-12
62
$5K ﹤0.01%
102
-14
63
$5K ﹤0.01%
74
+3
64
$5K ﹤0.01%
345
+56
65
$4K ﹤0.01%
+47
66
$4K ﹤0.01%
135
67
$4K ﹤0.01%
70
+1
68
$4K ﹤0.01%
215
69
$4K ﹤0.01%
71
70
$4K ﹤0.01%
126
+3
71
$4K ﹤0.01%
61
72
$4K ﹤0.01%
76
73
$4K ﹤0.01%
79
74
$4K ﹤0.01%
81
+22
75
$4K ﹤0.01%
29
1 2
3
4 5