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
This Quarter Est. Return
1 Year Est. Return
+27.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$11.9M
3
+$11M
4
AAPL icon
Apple
AAPL
+$7.55M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$6.7M

Top Sells

1
+$3.1M
2
+$1.65M
3
+$964K
4
VALE icon
Vale
VALE
+$929K
5
SHOP icon
Shopify
SHOP
+$885K

Sector Composition

1 Technology 22.89%
2 Financials 9.63%
3 Consumer Discretionary 7.83%
4 Communication Services 7.09%
5 Industrials 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.3M 0.23%
17,125
-158
77
$3.29M 0.23%
9,905
+496
78
$3.29M 0.23%
6,702
+141
79
$3.24M 0.23%
15,899
-2,004
80
$3.21M 0.23%
19,179
+2,335
81
$3.14M 0.22%
18,000
82
$3.14M 0.22%
47,305
-2,084
83
$3.1M 0.22%
137,793
+1,458
84
$3.01M 0.21%
9,210
+91
85
$3M 0.21%
8,697
+660
86
$2.97M 0.21%
13,741
+1,089
87
$2.94M 0.21%
35,607
-94
88
$2.91M 0.2%
84,705
+32,598
89
$2.9M 0.2%
28,535
+873
90
$2.83M 0.2%
20,501
+2,536
91
$2.83M 0.2%
20,328
+3,210
92
$2.8M 0.2%
11,827
+368
93
$2.79M 0.2%
55,030
-19,014
94
$2.79M 0.2%
23,852
+11,772
95
$2.76M 0.19%
34,469
-985
96
$2.71M 0.19%
37,923
+227
97
$2.7M 0.19%
33,858
+1,332
98
$2.68M 0.19%
84,803
+5,653
99
$2.67M 0.19%
210,974
+11,590
100
$2.63M 0.19%
167,824
+15,077
2 3
4
5 6