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
$727M
AUM Growth
+$348K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$419K
2 +$373K
3 +$96.1K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$67.1K
5
SAP icon
SAP
SAP
+$56K

Top Sells

1 +$992K
2 +$395K
3 +$231K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$113K
5
VTV icon
Vanguard Value ETF
VTV
+$24.7K

Sector Composition

1 Consumer Staples 0.05%
2 Financials 0.03%
3 Healthcare 0.02%
4 Technology 0.01%
5 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$0 ﹤0.01%
3
-2
127
$0 ﹤0.01%
3
128
$0 ﹤0.01%
10
129
$0 ﹤0.01%
1
130
-206