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
$743M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$21.2M
3
+$8.22M
4
BND icon
Vanguard Total Bond Market
BND
+$970K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$280K

Top Sells

1
+$41.3M
2
+$9.34M
3
+$3.31M
4
VTV icon
Vanguard Value ETF
VTV
+$2.28M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.39M

Sector Composition

1 Financials 0.03%
2 Healthcare 0.02%
3 Technology 0.01%
4 Consumer Staples 0.01%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
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