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
$1.42B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$12.7M
3
+$11.5M
4
AAPL icon
Apple
AAPL
+$8.51M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$6.7M

Top Sells

1
+$3.59M
2
+$1.66M
3
+$988K
4
SHOP icon
Shopify
SHOP
+$970K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$966K

Sector Composition

1 Technology 22.86%
2 Financials 9.65%
3 Consumer Discretionary 7.85%
4 Communication Services 7.09%
5 Industrials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMO icon
201
Thermo Fisher Scientific
TMO
$215B
$1.07M 0.08%
2,215
-852
DE icon
202
Deere & Co
DE
$131B
$1.07M 0.08%
2,342
+43
QMAR icon
203
FT Vest Growth-100 Buffer ETF March
QMAR
$452M
$1.07M 0.08%
33,247
-983
XLI icon
204
State Street Industrial Select Sector SPDR ETF
XLI
$25.6B
$1.05M 0.07%
6,836
-35
ACN icon
205
Accenture
ACN
$170B
$1.05M 0.07%
4,253
+334
SOXX icon
206
iShares Semiconductor ETF
SOXX
$16.7B
$1.05M 0.07%
3,859
-385
PAM icon
207
Pampa Energía
PAM
$4.75B
$1.05M 0.07%
17,401
+7,215
INTC icon
208
Intel
INTC
$179B
$1.04M 0.07%
31,061
+8,528
HYG icon
209
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$19.6B
$1.04M 0.07%
12,823
+2,594
MDT icon
210
Medtronic
MDT
$128B
$1.03M 0.07%
10,844
+3,059
BKLC icon
211
BNY Mellon US Large Cap Core Equity ETF
BKLC
$4.89B
$1.03M 0.07%
8,037
+168
PEP icon
212
PepsiCo
PEP
$206B
$1.03M 0.07%
7,317
+1,199
ICE icon
213
Intercontinental Exchange
ICE
$93.1B
$1.03M 0.07%
6,099
-46
DASH icon
214
DoorDash
DASH
$98B
$1.02M 0.07%
3,755
+123
ECH icon
215
iShares MSCI Chile ETF
ECH
$1.05B
$1M 0.07%
30,415
+500
ANET icon
216
Arista Networks
ANET
$157B
$1M 0.07%
6,867
+748
ETN icon
217
Eaton
ETN
$129B
$995K 0.07%
2,657
-171
NKE icon
218
Nike
NKE
$99.7B
$990K 0.07%
14,197
+1,605
ORLY icon
219
O'Reilly Automotive
ORLY
$79.4B
$978K 0.07%
9,070
-84
TGT icon
220
Target
TGT
$44B
$969K 0.07%
10,803
+1,062
IAUM icon
221
iShares Gold Trust Micro
IAUM
$5.9B
$963K 0.07%
25,005
+3,443
SPG icon
222
Simon Property Group
SPG
$59.4B
$949K 0.07%
5,058
+307
QTOP
223
iShares Nasdaq Top 30 Stocks ETF
QTOP
$265M
$931K 0.07%
29,937
GRNY
224
FundStrat Granny Shots US Large Cap ETF
GRNY
$3.81B
$926K 0.07%
+37,040
PYPL icon
225
PayPal
PYPL
$56.8B
$926K 0.07%
13,803
-2,660
7 8
9
10 11