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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
MBB icon
101
iShares MBS ETF
MBB
$38.4B
$2.62M 0.19%
27,622
-36
BABA icon
102
Alibaba
BABA
$287B
$2.59M 0.18%
20,663
+1,539
XLK icon
103
State Street Technology Select Sector SPDR ETF
XLK
$118B
$2.59M 0.18%
19,476
-540
VCSH icon
104
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.3B
$2.59M 0.18%
32,616
-1,651
PANW icon
105
Palo Alto Networks
PANW
$212B
$2.58M 0.18%
16,079
+61
PREF icon
106
Principal Spectrum Preferred Securities Active ETF
PREF
$1.72B
$2.52M 0.18%
134,117
+86
SRLN icon
107
State Street Blackstone Senior Loan ETF
SRLN
$5.2B
$2.49M 0.18%
62,030
-3,676
SPYM
108
State Street SPDR Portfolio S&P 500 ETF
SPYM
$146B
$2.48M 0.18%
32,426
+6,019
ITOT icon
109
iShares Core S&P Total US Stock Market ETF
ITOT
$91.5B
$2.47M 0.18%
17,326
+5,337
SHOP icon
110
Shopify
SHOP
$143B
$2.46M 0.18%
20,721
-2,801
MS icon
111
Morgan Stanley
MS
$332B
$2.46M 0.17%
14,919
+348
SHEL icon
112
Shell
SHEL
$237B
$2.43M 0.17%
26,126
-355
T icon
113
AT&T
T
$158B
$2.38M 0.17%
82,127
-43,038
IWD icon
114
iShares Russell 1000 Value ETF
IWD
$75.4B
$2.36M 0.17%
11,044
-85
GEV icon
115
GE Vernova
GEV
$247B
$2.31M 0.16%
2,643
+292
VUG icon
116
Vanguard Growth ETF
VUG
$221B
$2.28M 0.16%
31,308
-138
MTA
117
Metalla Royalty & Streaming
MTA
$629M
$2.27M 0.16%
343,024
UNH icon
118
UnitedHealth
UNH
$375B
$2.27M 0.16%
8,395
+186
GRNY
119
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.29B
$2.26M 0.16%
94,617
+18,505
CAIE
120
Calamos Autocallable Income ETF
CAIE
$959M
$2.24M 0.16%
89,241
+21,916
TLT icon
121
iShares 20+ Year Treasury Bond ETF
TLT
$40.9B
$2.19M 0.16%
25,233
-6,927
JEPQ icon
122
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.8B
$2.16M 0.15%
38,961
+7,939
PM icon
123
Philip Morris
PM
$278B
$2.13M 0.15%
12,882
+2,675
SDVY icon
124
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.9B
$2.12M 0.15%
53,801
+12,003
FXI icon
125
iShares China Large-Cap ETF
FXI
$5.43B
$2.07M 0.15%
57,770
+15,713
3 4
5
6 7