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
76
$1.41M 0.27%
58,101
+10,659
77
$1.39M 0.27%
44,293
+955
78
$1.39M 0.27%
23,770
+3,821
79
$1.39M 0.27%
20,760
+9,116
80
$1.36M 0.26%
15,680
+8,760
81
$1.36M 0.26%
6,008
+1,025
82
$1.35M 0.26%
22,661
83
$1.32M 0.25%
+13,449
84
$1.31M 0.25%
23,441
-969
85
$1.31M 0.25%
31,434
+10,965
86
$1.3M 0.25%
27,539
+14,442
87
$1.29M 0.25%
16,706
+1,712
88
$1.27M 0.24%
+9,540
89
$1.26M 0.24%
24,203
+6,551
90
$1.26M 0.24%
2,685
+95
91
$1.25M 0.24%
16,621
+9,356
92
$1.24M 0.24%
28,049
+7,479
93
$1.19M 0.23%
74,676
+37,050
94
$1.18M 0.23%
10,393
+3,901
95
$1.18M 0.23%
38,082
+30,215
96
$1.17M 0.22%
+4,140
97
$1.16M 0.22%
15,643
+10,244
98
$1.14M 0.22%
31,897
+14,788
99
$1.14M 0.22%
7,462
+284
100
$1.11M 0.21%
12,957
+10,299
2 3
4
5 6