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
$600M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$7.01M
2 +$5.9M
3 +$5.48M
4
VTV icon
Vanguard Value ETF
VTV
+$5.17M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.36M

Top Sells

1 +$531K
2 +$447K
3 +$264K
4
C icon
Citigroup
C
+$63.6K
5
T icon
AT&T
T
+$49.8K

Sector Composition

1 Financials 0.76%
2 Technology 0.69%
3 Industrials 0.48%
4 Healthcare 0.45%
5 Communication Services 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$0 ﹤0.01%
15
77
$0 ﹤0.01%
3