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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
ACWX icon
51
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$4.46M 0.32%
65,085
+53,003
SCHD icon
52
Schwab US Dividend Equity ETF
SCHD
$95.3B
$4.33M 0.31%
141,131
-8,573
BA icon
53
Boeing
BA
$169B
$4.29M 0.31%
21,564
+3,636
ANGL icon
54
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
$4.29M 0.31%
149,346
-94
MPC icon
55
Marathon Petroleum
MPC
$75.4B
$4.16M 0.3%
17,034
+33
MGK icon
56
Vanguard Mega Cap Growth ETF
MGK
$33.1B
$4.14M 0.29%
56,360
-2,455
BX icon
57
Blackstone
BX
$147B
$4.05M 0.29%
35,203
+2,236
VEU icon
58
Vanguard FTSE All-World ex-US ETF
VEU
$65.2B
$4.04M 0.29%
53,754
+14,976
EWJ icon
59
iShares MSCI Japan ETF
EWJ
$21.3B
$4.04M 0.29%
47,797
+3,730
ASML icon
60
ASML
ASML
$685B
$4.02M 0.29%
3,047
+8
GS icon
61
Goldman Sachs
GS
$304B
$3.8M 0.27%
4,489
+404
IWM icon
62
iShares Russell 2000 ETF
IWM
$78.7B
$3.77M 0.27%
15,197
-1,432
ACWI icon
63
iShares MSCI ACWI ETF
ACWI
$32.1B
$3.71M 0.26%
26,824
+1,157
XLE icon
64
State Street Energy Select Sector SPDR ETF
XLE
$39.2B
$3.71M 0.26%
60,539
-25,848
GDXJ icon
65
VanEck Junior Gold Miners ETF
GDXJ
$7.32B
$3.67M 0.26%
30,594
+3,153
SHV icon
66
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$3.66M 0.26%
33,188
-3,022
SMH icon
67
VanEck Semiconductor ETF
SMH
$67.5B
$3.61M 0.26%
9,409
+701
KO icon
68
Coca-Cola
KO
$350B
$3.56M 0.25%
46,833
+6,172
ORCL icon
69
Oracle
ORCL
$592B
$3.55M 0.25%
24,153
-1,125
VGT icon
70
Vanguard Information Technology ETF
VGT
$140B
$3.43M 0.24%
39,296
-1,216
MELI icon
71
Mercado Libre
MELI
$83.2B
$3.41M 0.24%
1,972
+395
VT icon
72
Vanguard Total World Stock ETF
VT
$74.2B
$3.38M 0.24%
24,465
+121
ABBV icon
73
AbbVie
ABBV
$398B
$3.38M 0.24%
15,544
-995
RTX icon
74
RTX Corp
RTX
$245B
$3.38M 0.24%
17,515
+2,106
VCIT icon
75
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.9B
$3.37M 0.24%
40,717
+10,853
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3
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