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
1 Year Est. Return
+27.57%
AUM
$1.4B
AUM Growth
+$11.1M
(+0.8%)
Holding
848
Top Buys
| 1 | +$6.72M | |
| 2 | +$6.56M | |
| 3 | +$4.9M | |
| 4 |
iShares MSCI ACWI ex US ETF
ACWX
|
+$3.74M |
| 5 |
Microsoft
MSFT
|
+$3.41M |
Top Sells
| 1 | +$3.16M | |
| 2 | +$1.57M | |
| 3 | +$1.39M | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.23M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
776
Workday
WDAY
$34.6B
| – | – |
-1,370
|
|
||
777
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.37B
| – | – |
-7,200
|
|
||
778
Reddit
RDDT
$34.3B
| – | – |
-1,031
|
|
||
|
BTC
779
Grayscale Bitcoin Mini Trust ETF
BTC
$3.29B
| – | – |
-6,032
|
|
||
|
QMAG
780
FT Vest Nasdaq-100 Moderate Buffer ETF - August
QMAG
$60.1M
| – | – |
-8,600
|
|
||
|
TOPT
781
iShares Top 20 U.S. Stocks ETF
TOPT
$641M
| – | – |
-9,681
|
|
||
|
QALT
782
SEI DBi Multi-Strategy Alternative ETF
QALT
$191M
| – | – |
-18,163
|
|
||
783
Xylem
XYL
$26.4B
| – | – |
-1,683
|
|