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
$1.4B
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
AU icon
476
AngloGold Ashanti
AU
$40.4B
$326K 0.02%
+3,352
HAS icon
477
Hasbro
HAS
$11.8B
$325K 0.02%
3,476
+226
GRID icon
478
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11B
$322K 0.02%
1,971
-122
LHX icon
479
L3Harris
LHX
$57.5B
$322K 0.02%
932
-328
FRA icon
480
BlackRock Floating Rate Income Strategies Fund
FRA
$386M
$320K 0.02%
29,028
+774
KWEB icon
481
KraneShares CSI China Internet ETF
KWEB
$6.06B
$318K 0.02%
11,174
-1,903
NBIS
482
Nebius Group N.V.
NBIS
$54.8B
$317K 0.02%
+3,053
B
483
Barrick Mining
B
$63.8B
$317K 0.02%
7,769
+1,297
USMV icon
484
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
$316K 0.02%
3,408
-295
FAS icon
485
Direxion Daily Financial Bull 3x ETF
FAS
$2.19B
$315K 0.02%
2,658
+284
LNG icon
486
Cheniere Energy
LNG
$50.3B
$311K 0.02%
+1,097
PTNQ icon
487
Pacer Trendpilot 100 ETF
PTNQ
$1.26B
$311K 0.02%
4,261
-10
IWN icon
488
iShares Russell 2000 Value ETF
IWN
$13.9B
$311K 0.02%
1,638
-831
FAST icon
489
Fastenal
FAST
$53.2B
$310K 0.02%
6,683
+525
VB icon
490
Vanguard Small-Cap ETF
VB
$77.8B
$310K 0.02%
1,183
CGUS icon
491
Capital Group Core Equity ETF
CGUS
$10.6B
$307K 0.02%
7,978
-185
GLTR icon
492
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.59B
$306K 0.02%
+1,400
ROK icon
493
Rockwell Automation
ROK
$50.4B
$306K 0.02%
853
-874
AON icon
494
Aon
AON
$71.2B
$306K 0.02%
948
-493
REG icon
495
Regency Centers
REG
$14.6B
$303K 0.02%
4,008
-24
FMAR icon
496
FT Vest US Equity Buffer ETF March
FMAR
$1.16B
$303K 0.02%
6,246
-2,015
NAD icon
497
Nuveen Quality Municipal Income Fund
NAD
$2.78B
$303K 0.02%
26,322
+12,363
HAL icon
498
Halliburton
HAL
$33.2B
$302K 0.02%
+7,748
IBKR icon
499
Interactive Brokers
IBKR
$37.7B
$302K 0.02%
4,502
+38
BITW
500
Bitwise 10 Crypto Index ETF
BITW
$585M
$301K 0.02%
6,757
+584
18 19
20
21 22