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
251
$353K 0.07%
15,500
252
$350K 0.07%
2,642
+571
253
$348K 0.07%
+2,544
254
$346K 0.07%
+2,173
255
$342K 0.07%
4,773
+1,632
256
$341K 0.07%
+4,650
257
$338K 0.06%
6,279
+1,946
258
$338K 0.06%
+16,020
259
$336K 0.06%
+6,637
260
$335K 0.06%
+10,699
261
$335K 0.06%
5,396
262
$335K 0.06%
+3,320
263
$334K 0.06%
+3,116
264
$334K 0.06%
10,210
-2,355
265
$334K 0.06%
5,223
+443
266
$333K 0.06%
4,737
+1,768
267
$333K 0.06%
+26,181
268
$332K 0.06%
+10,178
269
$327K 0.06%
5,070
+350
270
$326K 0.06%
1,595
+577
271
$326K 0.06%
416
+56
272
$325K 0.06%
12,380
+4,218
273
$324K 0.06%
+10,460
274
$321K 0.06%
+2,206
275
$317K 0.06%
5,100
9 10
11
12 13