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
176
$1.32M 0.09%
22,898
+7,811
177
$1.31M 0.09%
7,374
178
$1.31M 0.09%
10,579
-303
179
$1.31M 0.09%
10,843
+1,963
180
$1.29M 0.09%
88,922
+35,396
181
$1.27M 0.09%
4,229
+1,735
182
$1.27M 0.09%
1,817
-14
183
$1.26M 0.09%
3,925
-728
184
$1.25M 0.09%
14,922
-3,166
185
$1.24M 0.09%
9,398
-357
186
$1.23M 0.09%
14,589
+1,662
187
$1.22M 0.09%
1,705
+138
188
$1.22M 0.09%
3,766
+556
189
$1.21M 0.08%
30,798
+21,186
190
$1.19M 0.08%
5,431
-232
191
$1.19M 0.08%
21,914
+5,269
192
$1.18M 0.08%
12,454
-1,612
193
$1.16M 0.08%
4,123
-87
194
$1.16M 0.08%
15,590
+6,189
195
$1.12M 0.08%
13,639
-1
196
$1.11M 0.08%
14,648
+292
197
$1.11M 0.08%
12,837
+102
198
$1.1M 0.08%
32,109
+20,314
199
$1.08M 0.08%
928
+88
200
$1.08M 0.08%
11,185
-179
6 7
8
9 10