IA
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INR ADVISORY SERVICES LLC13F | |
| INR ADVISORY SERVICES LLC | |
| Last update 2019-04-22 | 79 Stocks (3 new) |
| Value $786.00 Mil | Turnover 3 % |
| Portfolio Report | |
INR ADVISORY SERVICES LLC Top Holdings of 2019-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEU | Vanguard FTSE All-World ex-US ETF | 3,819,010 | 191523.000 | +2.87% | 24.370 | +0.68% | 0.630 | +3.75% | +9.41% | 39492.222 | ||
VUG | Vanguard Growth ETF | 872,903 | 136539.000 | +2.58% | 17.370 | +0.44% | 0.300 | +1.91% | +22.52% | 134880.371 | ||
VTV | Vanguard Value ETF | 1,219,952 | 131303.000 | +2.58% | 16.700 | +0.42% | 0.180 | +7.00% | +16.18% | 123629.988 | ||
BND | Vanguard Total Bond Market ETF | 1,410,391 | 114496.000 | +2.79% | 14.570 | +0.39% | 0.130 | +3.86% | +2.38% | 111881.136 | ||
VO | Vanguard Mid-Cap ETF | 289,756 | 46578.000 | +2.53% | 5.930 | +0.15% | 0.120 | +7.22% | +12.46% | 67567.313 | ||
VB | Vanguard Small Cap ETF | 298,988 | 45685.000 | +2.62% | 5.810 | +0.15% | 0.130 | +8.62% | +10.71% | 60212.383 | ||
TIP | iShares TIPS Bond ETF | 400,740 | 45312.000 | +3.06% | 5.760 | +0.17% | 0.150 | +3.13% | +2.85% | 18274.041 | ||
BNDX | Vanguard Total International Bond ETF | 807,803 | 45051.000 | +3.18% | 5.730 | +0.18% | 0.090 | +2.64% | +1.62% | 58176.808 | ||
VCIT | Vanguard Intermediate-Term Corporate Bond ETF | 269,085 | 23375.000 | +2.01% | 2.970 | +0.06% | 0.050 | +4.55% | +3.27% | 48704.441 | ||
ELR | SPDR Russell 1000 ETF | 51,311 | 1705.000 | +14.49% | 0.220 | +0.03% | 0.040 | 0% | 0% | 0.000 |
INR ADVISORY SERVICES LLC's Historical Top Holdings Breakdowns
INR ADVISORY SERVICES LLC Total Holding History ($B)
INR ADVISORY SERVICES LLC's Asset Allocation
INR ADVISORY SERVICES LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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INR ADVISORY SERVICES LLC's Hypothetical Growth since 2019-03-31
INR ADVISORY SERVICES LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
INR ADVISORY SERVICES LLC's Holdings Heat Map
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INR ADVISORY SERVICES LLC's Holdings Bubble Chart
INR ADVISORY SERVICES LLC News
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