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
26
$3.35M 0.64%
20,228
+8,373
27
$3.26M 0.63%
36,533
+17,680
28
$2.9M 0.56%
46,848
+9,223
29
$2.9M 0.56%
31,164
+21,388
30
$2.77M 0.53%
6,768
+4,659
31
$2.75M 0.53%
29,370
+96
32
$2.74M 0.53%
52,088
+7,021
33
$2.63M 0.5%
2,220
+962
34
$2.6M 0.5%
6,605
+3,185
35
$2.55M 0.49%
12,092
+3,574
36
$2.51M 0.48%
16,748
+13,531
37
$2.5M 0.48%
5,678
+2,703
38
$2.49M 0.48%
18,000
39
$2.46M 0.47%
46,911
+12,663
40
$2.41M 0.46%
83,831
+56,827
41
$2.4M 0.46%
22,423
+9,653
42
$2.38M 0.46%
4,961
+2,052
43
$2.3M 0.44%
19,745
-2,363
44
$2.3M 0.44%
14,605
+4,482
45
$2.29M 0.44%
70,587
+10,771
46
$2.28M 0.44%
16,916
+8,090
47
$2.25M 0.43%
37,156
+16,545
48
$2.24M 0.43%
10,628
+4,013
49
$2.23M 0.43%
4,145
+569
50
$2.21M 0.42%
19,021
+6,479
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