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Portfolio (Quarterly) Guide ↗

INSIGNEO ADVISORY SERVICES, LLC

· CIK 0001964958
13F Portfolio $1.4B AUM 745 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 102 New 274 Added 270 Reduced 116 Exited
Page 2 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 HUM HUMANA INC Healthcare 1,364 $349K 0.03% SOLD
22 NXPI NXP SEMICONDUCTORS N V Technology 1,582 $343K 0.03% SOLD
23 CALL MICRON TECHNOLOGY INC 2,200 $343K 0.03% SOLD
24 FIS FIDELITY NATL INFORMATION SV Technology 5,029 $334K 0.02% SOLD
25 ADSK AUTODESK INC Technology 1,073 $318K 0.02% SOLD
26 FAUG FIRST TR EXCHNG TRADED FD VI 5,910 $313K 0.02% SOLD
27 HSY HERSHEY CO Consumer Defensive 1,698 $309K 0.02% SOLD
28 BCH BANCO DE CHILE Financial Services 8,128 $309K 0.02% SOLD
29 TOPT ISHARES TR 9,681 $302K 0.02% SOLD
30 JEF JEFFERIES FINL GROUP INC Financial Services 4,832 $299K 0.02% SOLD
31 WDAY WORKDAY INC Technology 1,370 $294K 0.02% SOLD
32 CVNA CARVANA CO Consumer Cyclical 696 $294K 0.02% SOLD
33 FLEX FLEX LTD Technology 4,841 $292K 0.02% SOLD
34 SOFI SOFI TECHNOLOGIES INC Financial Services 11,144 $292K 0.02% SOLD
35 AFL AFLAC INC Financial Services 2,591 $286K 0.02% SOLD
36 HACK AMPLIFY ETF TR 3,553 $286K 0.02% SOLD
37 DGRW WISDOMTREE TR 3,186 $285K 0.02% SOLD
38 TQQQ PROSHARES TR 5,194 $274K 0.02% SOLD
39 EL LAUDER ESTEE COS INC Consumer Defensive 2,521 $264K 0.02% SOLD
40 GNOV FIRST TR EXCHNG TRADED FD VI 6,472 $257K 0.02% SOLD
Page 2 of 6  ·  116 positions
Sector Allocation
Financial Services 31.2%
Technology 28.2%
Communication Services 10.2%
Consumer Cyclical 9.1%
Industrials 7.7%
Healthcare 4.1%
Energy 3.2%
Consumer Defensive 2.9%
Basic Materials 1.5%
Utilities 1.0%