We are live on ! Find out more
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
$1.42B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$11.9M
3
+$11M
4
AAPL icon
Apple
AAPL
+$7.55M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$6.7M

Top Sells

1
+$3.1M
2
+$1.65M
3
+$964K
4
VALE icon
Vale
VALE
+$929K
5
SHOP icon
Shopify
SHOP
+$885K

Sector Composition

1 Technology 22.89%
2 Financials 9.63%
3 Consumer Discretionary 7.83%
4 Communication Services 7.09%
5 Industrials 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$407K 0.03%
16,315
427
$407K 0.03%
1,786
-301
428
$405K 0.03%
3,198
+524
429
$403K 0.03%
2,414
-57
430
$403K 0.03%
5,193
+674
431
$402K 0.03%
687
-41
432
$402K 0.03%
15,941
+1,588
433
$400K 0.03%
+5,580
434
$399K 0.03%
7,883
+3,654
435
$399K 0.03%
+938
436
$399K 0.03%
4,756
-416
437
$399K 0.03%
38,033
+17,963
438
$396K 0.03%
+11,315
439
$395K 0.03%
12,626
+412
440
$390K 0.03%
1,206
+334
441
$387K 0.03%
18,500
+6,000
442
$386K 0.03%
7,663
-185
443
$386K 0.03%
1,484
+43
444
$383K 0.03%
135,927
445
$383K 0.03%
8,261
-1,033
446
$383K 0.03%
8,794
447
$381K 0.03%
9,078
+2,399
448
$376K 0.03%
+23,325
449
$372K 0.03%
5,690
+579
450
$367K 0.03%
+19,404
16 17
18
19 20