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
$888M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$7.2M
3
+$6.43M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$5.49M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$3.84M

Top Sells

1
+$10.3M
2
+$5.28M
3
+$3.53M
4
VALE icon
Vale
VALE
+$2.53M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.48M

Sector Composition

1 Technology 23.02%
2 Financials 9.55%
3 Consumer Discretionary 7.61%
4 Industrials 7.09%
5 Communication Services 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$225K 0.03%
+4,006
477
$225K 0.03%
+2,554
478
$224K 0.03%
+31,681
479
$224K 0.03%
+7,443
480
$222K 0.03%
+4,411
481
$222K 0.03%
+4,211
482
$220K 0.02%
+5,403
483
$219K 0.02%
815
-80
484
$218K 0.02%
+3,390
485
$215K 0.02%
+1,000
486
$215K 0.02%
1,302
-837
487
$215K 0.02%
+4,600
488
$214K 0.02%
+1,798
489
$213K 0.02%
+4,466
490
$213K 0.02%
+894
491
$212K 0.02%
19,841
+2,410
492
$211K 0.02%
3,804
+550
493
$210K 0.02%
3,450
+20
494
$208K 0.02%
+4,054
495
$207K 0.02%
+4,989
496
$207K 0.02%
+5,061
497
$205K 0.02%
8,036
+11
498
$203K 0.02%
+3,338
499
$201K 0.02%
+12,302
500
$201K 0.02%
+5,050
18 19
20
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