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
$568M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$19.3M
2 +$15.8M
3 +$2.92M
4
VTV icon
Vanguard Value ETF
VTV
+$833K
5
VUG icon
Vanguard Growth ETF
VUG
+$790K

Top Sells

1 +$28.6M
2 +$939K
3 +$501K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.69K
5
CSCO icon
Cisco
CSCO
+$6K

Sector Composition

1 Technology 0.75%
2 Financials 0.74%
3 Healthcare 0.48%
4 Communication Services 0.26%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$0 ﹤0.01%
207
77
$0 ﹤0.01%
15
78
$0 ﹤0.01%
3