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IAS

Insigneo Advisory Services Portfolio holdings

AUM $1.4B
1-Year Est. Return 27.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.4B
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.56M
3
+$4.9M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$3.74M
5
MSFT icon
Microsoft
MSFT
+$3.41M

Top Sells

1
+$3.16M
2
+$1.57M
3
+$1.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.23M
5
T icon
AT&T
T
+$1.15M

Sector Composition

1 Technology 19.58%
2 Financials 7.89%
3 Communication Services 7.1%
4 Consumer Discretionary 6.3%
5 Industrials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFEB icon
326
FT Vest US Equity Deep Buffer ETF February
DFEB
$454M
$602K 0.04%
12,719
+2,669
ARTY
327
iShares Future AI & Tech ETF
ARTY
$3.55B
$602K 0.04%
12,928
+402
BND icon
328
Vanguard Total Bond Market
BND
$156B
$601K 0.04%
8,165
-652
IEUR icon
329
iShares Core MSCI Europe ETF
IEUR
$8.55B
$598K 0.04%
8,509
-21,474
WMB icon
330
Williams Companies
WMB
$88B
$596K 0.04%
8,187
+1,291
ADI icon
331
Analog Devices
ADI
$196B
$596K 0.04%
1,872
+100
IYW icon
332
iShares US Technology ETF
IYW
$23.7B
$595K 0.04%
3,279
-225
MSTR icon
333
Strategy Inc
MSTR
$41.5B
$593K 0.04%
4,754
+1,751
XLU icon
334
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
$593K 0.04%
12,919
+4,657
EWL icon
335
iShares MSCI Switzerland ETF
EWL
$1.8B
$593K 0.04%
+10,080
SPD icon
336
Simplify US Equity PLUS Downside Convexity ETF
SPD
$105M
$590K 0.04%
16,220
SIL icon
337
Global X Silver Miners ETF NEW
SIL
$4.23B
$590K 0.04%
6,548
+3,307
DDWM icon
338
WisdomTree Dynamic International Equity Fund
DDWM
$1.4B
$587K 0.04%
13,297
+3,235
PH icon
339
Parker-Hannifin
PH
$114B
$585K 0.04%
654
-53
NEM icon
340
Newmont
NEM
$102B
$579K 0.04%
5,353
+6
CVS icon
341
CVS Health
CVS
$124B
$576K 0.04%
8,021
-617
MAR icon
342
Marriott International
MAR
$103B
$572K 0.04%
1,748
-86
PTLC icon
343
Pacer Trendpilot US Large Cap ETF
PTLC
$3.25B
$570K 0.04%
10,868
-615
DEED icon
344
First Trust Securitized Plus ETF
DEED
$64.8M
$570K 0.04%
26,700
-1,000
EPI icon
345
WisdomTree India Earnings Fund ETF
EPI
$2.12B
$569K 0.04%
13,956
+220
EWS icon
346
iShares MSCI Singapore ETF
EWS
$849M
$568K 0.04%
+20,139
QCOC
347
FT Vest Nasdaq-100 Conservative Buffer ETF - October
QCOC
$68.6M
$568K 0.04%
25,841
-14,463
APO icon
348
Apollo Global Management
APO
$75.7B
$568K 0.04%
5,099
+616
EPP icon
349
iShares MSCI Pacific ex Japan ETF
EPP
$2.03B
$568K 0.04%
10,681
+1,206
INSM icon
350
Insmed
INSM
$21.1B
$566K 0.04%
3,459
+818
12 13
14
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