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
76
$0 ﹤0.01%
207
77
$0 ﹤0.01%
15