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
$541M
AUM Growth
+$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$2.32M
3
+$150K
4
JNJ icon
Johnson & Johnson
JNJ
+$141K
5
ABBV icon
AbbVie
ABBV
+$72.9K

Top Sells

1
+$4.17M
2
+$3.13M
3
+$2.87M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.1M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.77M

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%
15
77
$0 ﹤0.01%
3
1 2 3
4