IAS

Insigneo Advisory Services Portfolio holdings

AUM $1.42B
1-Year Est. Return 27.91%
This Quarter Est. Return
1 Year Est. Return
+27.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.3M
3
+$6.91M
4
AMZN icon
Amazon
AMZN
+$3.95M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.65M

Top Sells

1
+$1.68M
2
+$794K
3
+$787K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$736K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$648K

Sector Composition

1 Technology 21.84%
2 Financials 10.74%
3 Consumer Discretionary 7.94%
4 Communication Services 7.44%
5 Industrials 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CIBR icon
176
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.7B
$1.09M 0.09%
14,356
+5,622
IJR icon
177
iShares Core S&P Small-Cap ETF
IJR
$93.8B
$1.07M 0.09%
9,790
-1,009
GDX icon
178
VanEck Gold Miners ETF
GDX
$32.1B
$1.06M 0.09%
20,455
-12,445
QMAR icon
179
FT Vest Growth-100 Buffer ETF March
QMAR
$463M
$1.06M 0.09%
34,230
-1,244
VTEB icon
180
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.7B
$1.06M 0.09%
21,602
-677
IWR icon
181
iShares Russell Mid-Cap ETF
IWR
$48B
$1.05M 0.09%
11,364
+1,316
SUPV
182
Grupo Supervielle
SUPV
$1.02B
$1.02M 0.09%
96,002
+59,793
XLI icon
183
State Street Industrial Select Sector SPDR ETF
XLI
$27.9B
$1.01M 0.09%
6,871
+48
SOXX icon
184
iShares Semiconductor ETF
SOXX
$20.7B
$1.01M 0.09%
4,244
+880
IEFA icon
185
iShares Core MSCI EAFE ETF
IEFA
$171B
$1.01M 0.09%
12,120
+6,629
ETN icon
186
Eaton
ETN
$129B
$1.01M 0.09%
2,828
+593
RCL icon
187
Royal Caribbean
RCL
$78B
$1.01M 0.09%
3,210
+1,729
AMP icon
188
Ameriprise Financial
AMP
$46.1B
$990K 0.09%
1,855
-5
ABNB icon
189
Airbnb
ABNB
$80.1B
$989K 0.08%
7,470
+845
IVW icon
190
iShares S&P 500 Growth ETF
IVW
$66.6B
$978K 0.08%
8,880
+498
TGT icon
191
Target
TGT
$48.9B
$961K 0.08%
9,741
-24
TEL icon
192
TE Connectivity
TEL
$65.7B
$955K 0.08%
5,663
+121
PGR icon
193
Progressive
PGR
$121B
$949K 0.08%
3,556
+570
GBTC icon
194
Grayscale Bitcoin Trust
GBTC
$35.7B
$947K 0.08%
11,163
+3,067
AMT icon
195
American Tower
AMT
$83.7B
$944K 0.08%
4,269
+354
ECH icon
196
iShares MSCI Chile ETF
ECH
$1.25B
$941K 0.08%
29,915
+374
MDY icon
197
SPDR S&P MidCap 400 ETF Trust
MDY
$25.1B
$937K 0.08%
1,654
-1,401
BKLC icon
198
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.08B
$932K 0.08%
7,869
-43
MMM icon
199
3M
MMM
$86.3B
$932K 0.08%
6,121
+823
CMCSA icon
200
Comcast
CMCSA
$107B
$928K 0.08%
25,996
-2,481
6 7
8
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