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IAS

INR Advisory Services Portfolio holdings

AUM $786M
1-Year Est. Return 2.23%
This Fund
S&P 500
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
+$374K
3
+$95.7K
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$69.8K
5
SAP icon
SAP
SAP
+$54.2K

Top Sells

1
+$974K
2
+$388K
3
+$230K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$118K
5
VTV icon
Vanguard Value ETF
VTV
+$24.9K

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%
40
52
$3K ﹤0.01%
+94
53
$3K ﹤0.01%
+305
54
$3K ﹤0.01%
+89
55
$3K ﹤0.01%
+241
56
$3K ﹤0.01%
+80
57
$3K ﹤0.01%
+72
58
$3K ﹤0.01%
+60
59
$3K ﹤0.01%
+55
60
$3K ﹤0.01%
+28
61
$3K ﹤0.01%
+30
62
$3K ﹤0.01%
+789
63
$3K ﹤0.01%
+188
64
$3K ﹤0.01%
+65
65
$3K ﹤0.01%
+60
66
$3K ﹤0.01%
+29
67
$3K ﹤0.01%
+80
68
$3K ﹤0.01%
+28
69
$3K ﹤0.01%
+53
70
$3K ﹤0.01%
+115
71
$3K ﹤0.01%
56
72
$3K ﹤0.01%
+64
73
$3K ﹤0.01%
+155
74
$3K ﹤0.01%
+57
75
$2K ﹤0.01%
+39
1 2
3
4 5