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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
CSCO icon
151
Cisco
CSCO
$474B
$1.68M 0.12%
21,594
-299
IWF icon
152
iShares Russell 1000 Growth ETF
IWF
$126B
$1.63M 0.12%
15,292
-10,808
ISRG icon
153
Intuitive Surgical
ISRG
$151B
$1.62M 0.12%
3,505
+46
VZ icon
154
Verizon
VZ
$191B
$1.61M 0.11%
32,147
-3,924
OPPE
155
WisdomTree European Opportunities Fund
OPPE
$273M
$1.58M 0.11%
+29,373
IAUM icon
156
iShares Gold Trust Micro
IAUM
$6.68B
$1.58M 0.11%
33,760
+9,059
AIQ icon
157
Global X Artificial Intelligence & Technology ETF
AIQ
$10.3B
$1.57M 0.11%
33,744
+2,344
GMAY icon
158
FT Vest US Equity Moderate Buffer ETF May
GMAY
$451M
$1.57M 0.11%
38,287
-1,750
XMAR icon
159
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$129M
$1.56M 0.11%
38,505
-1,080
GHY
160
PGIM Global High Yield Fund
GHY
$485M
$1.56M 0.11%
133,500
REET icon
161
iShares Global REIT ETF
REET
$4.8B
$1.55M 0.11%
61,529
+46,432
MDY icon
162
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.7B
$1.53M 0.11%
2,480
-107
COP icon
163
ConocoPhillips
COP
$142B
$1.51M 0.11%
11,465
+2,707
TJX icon
164
TJX Companies
TJX
$182B
$1.51M 0.11%
9,441
+34
FOCT icon
165
FT Vest US Equity Buffer ETF October
FOCT
$1.2B
$1.5M 0.11%
31,466
-5,057
OIH icon
166
VanEck Oil Services ETF
OIH
$2.38B
$1.49M 0.11%
3,679
+2,129
VNQ icon
167
Vanguard Real Estate ETF
VNQ
$37.8B
$1.48M 0.11%
16,728
-1,290
SHY icon
168
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$1.47M 0.1%
17,818
+11,391
IEMG icon
169
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$1.47M 0.1%
21,059
+2,239
PYPL icon
170
PayPal
PYPL
$36.6B
$1.47M 0.1%
32,475
+486
PFXF icon
171
VanEck Preferred Securities ex Financials ETF
PFXF
$2.46B
$1.46M 0.1%
83,200
+7,488
WFC icon
172
Wells Fargo
WFC
$251B
$1.46M 0.1%
18,285
-1,165
PFE icon
173
Pfizer
PFE
$146B
$1.43M 0.1%
51,041
+2,760
EWU icon
174
iShares MSCI United Kingdom ETF
EWU
$3.61B
$1.4M 0.1%
30,717
+1,431
CCL icon
175
Carnival Corporation Ltd
CCL
$38.4B
$1.39M 0.1%
53,821
+47,067
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7
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