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
$727M
AUM Growth
+$348K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$419K
2
+$373K
3
+$96.1K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$67.1K
5
SAP icon
SAP
SAP
+$56K

Top Sells

1
+$992K
2
+$395K
3
+$231K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$113K
5
VTV icon
Vanguard Value ETF
VTV
+$24.7K

Sector Composition

1 Consumer Staples 0.05%
2 Financials 0.03%
3 Healthcare 0.02%
4 Technology 0.01%
5 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4K ﹤0.01%
+154
52
$3K ﹤0.01%
+30
53
$3K ﹤0.01%
+64
54
$3K ﹤0.01%
+94
55
$3K ﹤0.01%
+305
56
$3K ﹤0.01%
+89
57
$3K ﹤0.01%
+241
58
$3K ﹤0.01%
+80
59
$3K ﹤0.01%
+155
60
$3K ﹤0.01%
+72
61
$3K ﹤0.01%
+60
62
$3K ﹤0.01%
+55
63
$3K ﹤0.01%
+28
64
$3K ﹤0.01%
+789
65
$3K ﹤0.01%
+188
66
$3K ﹤0.01%
+65
67
$3K ﹤0.01%
+60
68
$3K ﹤0.01%
+29
69
$3K ﹤0.01%
+80
70
$3K ﹤0.01%
+28
71
$3K ﹤0.01%
+53
72
$3K ﹤0.01%
+115
73
$3K ﹤0.01%
+57
74
$3K ﹤0.01%
56
75
$2K ﹤0.01%
+39
1 2
3
4 5