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
276
$314K 0.06%
5,485
+358
277
$313K 0.06%
4,931
+1,145
278
$312K 0.06%
+3,300
279
$309K 0.06%
9,500
-14,700
280
$302K 0.06%
+11,604
281
$302K 0.06%
+1,335
282
$299K 0.06%
+8,507
283
$297K 0.06%
+7,555
284
$292K 0.06%
+108
285
$291K 0.06%
+1,692
286
$291K 0.06%
3,798
287
$289K 0.06%
69,573
+6,080
288
$288K 0.06%
+1,389
289
$286K 0.05%
+4,890
290
$286K 0.05%
17,886
+2,183
291
$284K 0.05%
+4,263
292
$284K 0.05%
16,804
+500
293
$278K 0.05%
1,418
+271
294
$278K 0.05%
27,852
-40,376
295
$275K 0.05%
+379
296
$274K 0.05%
+15,266
297
$273K 0.05%
+4,277
298
$271K 0.05%
8,065
299
$270K 0.05%
2,202
-3,285
300
$270K 0.05%
9,872
-1,326
10 11
12
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