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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
PAM icon
426
Pampa Energía
PAM
$4.56B
$399K 0.03%
4,513
-1,268
SOLS
427
Solstice Advanced Materials
SOLS
$12.5B
$399K 0.03%
5,244
-192
SNPS icon
428
Synopsys
SNPS
$88.3B
$397K 0.03%
1,001
-73
SO icon
429
Southern Company
SO
$106B
$396K 0.03%
4,101
+171
FAPR icon
430
FT Vest US Equity Buffer ETF April
FAPR
$1.12B
$395K 0.03%
8,794
NTRA icon
431
Natera
NTRA
$31.2B
$394K 0.03%
1,970
+439
ZTS icon
432
Zoetis
ZTS
$34.4B
$389K 0.03%
3,287
-2,414
PICK icon
433
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.09B
$387K 0.03%
6,840
UAL icon
434
United Airlines
UAL
$33.5B
$387K 0.03%
4,202
-1
NVO
435
Novo Nordisk
NVO
$193B
$385K 0.03%
10,471
-6,484
BMA icon
436
Banco Macro
BMA
$5.62B
$384K 0.03%
4,957
+216
BNY
437
Bank of New York Mellon
BNY
$97.1B
$383K 0.03%
3,230
+464
GPC icon
438
Genuine Parts
GPC
$13.6B
$382K 0.03%
3,617
-850
BDX icon
439
Becton Dickinson
BDX
$41.5B
$379K 0.03%
2,411
+307
SLB icon
440
SLB Ltd
SLB
$84.2B
$377K 0.03%
7,342
+821
FSEP icon
441
FT Vest US Equity Buffer ETF September
FSEP
$1.26B
$377K 0.03%
7,494
-1,125
WDEF
442
WisdomTree Europe Defense Fund
WDEF
$92.9M
$372K 0.03%
+12,024
AVLV icon
443
Avantis US Large Cap Value ETF
AVLV
$13.3B
$372K 0.03%
+4,610
EMR icon
444
Emerson Electric
EMR
$77.5B
$368K 0.03%
2,811
+432
QCJL
445
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$65.8M
$368K 0.03%
15,713
PDD icon
446
Pinduoduo
PDD
$117B
$367K 0.03%
3,593
-115
DHR icon
447
Danaher
DHR
$131B
$364K 0.03%
1,919
-551
MPWR icon
448
Monolithic Power Systems
MPWR
$73.3B
$358K 0.03%
327
-180
SDY icon
449
State Street SPDR S&P Dividend ETF
SDY
$21.3B
$357K 0.03%
2,448
+6
CI icon
450
Cigna
CI
$78.4B
$357K 0.03%
1,339
-467
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