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
51
$2.14M 0.41%
+4,831
52
$2.14M 0.41%
32,700
53
$2.12M 0.41%
25,388
+7,932
54
$2.04M 0.39%
55,727
+23,284
55
$2.03M 0.39%
20,740
+15,229
56
$1.98M 0.38%
6,642
+2,779
57
$1.92M 0.37%
35,356
+8,628
58
$1.85M 0.35%
4,022
+2,207
59
$1.85M 0.35%
112,632
-6,321
60
$1.82M 0.35%
9,830
+3,545
61
$1.82M 0.35%
11,977
+2,474
62
$1.81M 0.35%
29,279
+1,803
63
$1.69M 0.32%
81,677
+61,262
64
$1.66M 0.32%
19,641
+14,007
65
$1.64M 0.31%
27,092
+2,862
66
$1.58M 0.3%
95,947
+76,198
67
$1.57M 0.3%
42,305
+13,759
68
$1.55M 0.3%
4,509
+3,736
69
$1.5M 0.29%
8,362
+3,876
70
$1.49M 0.29%
+15,385
71
$1.45M 0.28%
14,673
+7,674
72
$1.45M 0.28%
8,308
+4,392
73
$1.44M 0.28%
36,042
+17,897
74
$1.42M 0.27%
27,434
+4,575
75
$1.42M 0.27%
2,898
+1,349
1 2
3
4 5