IAS

Insigneo Advisory Services Portfolio holdings

AUM $1.16B
1-Year Est. Return 22.92%
This Quarter Est. Return
1 Year Est. Return
+22.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$522M
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$10.7M
3
+$9.29M
4
MSFT icon
Microsoft
MSFT
+$6.73M
5
AMZN icon
Amazon
AMZN
+$5.62M

Top Sells

1
+$693K
2
+$531K
3
+$479K
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$419K
5
HOOD icon
Robinhood
HOOD
+$403K

Sector Composition

1 Technology 23.45%
2 Financials 10.75%
3 Consumer Discretionary 9.64%
4 Communication Services 6.65%
5 Industrials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$414K 0.08%
2,353
+253
227
$413K 0.08%
20,785
+5,815
228
$412K 0.08%
+10,124
229
$409K 0.08%
22,695
-6,910
230
$407K 0.08%
+5,102
231
$407K 0.08%
12,309
+3,309
232
$406K 0.08%
+23,596
233
$404K 0.08%
+71,801
234
$401K 0.08%
+5,752
235
$400K 0.08%
3,461
+574
236
$399K 0.08%
9,933
+701
237
$398K 0.08%
1,851
+735
238
$396K 0.08%
+22,335
239
$396K 0.08%
17,255
+2,320
240
$390K 0.07%
7,640
-1,195
241
$382K 0.07%
860
+351
242
$381K 0.07%
+1,084
243
$374K 0.07%
2,263
-462
244
$366K 0.07%
6,868
+2,779
245
$362K 0.07%
+2,089
246
$360K 0.07%
+10,735
247
$356K 0.07%
17,049
-630
248
$356K 0.07%
22,765
+9,065
249
$354K 0.07%
8,580
250
$353K 0.07%
4,366
+304
8 9
10
11 12