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INSIGNEO ADVISORY SERVICES, LLC 13F portfolio summary

INSIGNEO ADVISORY SERVICES, LLC of INSIGNEO ADVISORY SERVICES, LLC has 685 current stock holdings with a reported portfolio value of $1.41B. The portfolio 1 year return is +16.75%. Top holdings include CHY (0.00%), BAC-PL (0.00%), BEP (0.00%), BITW (0.00%), DBC (0.00%).

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INSIGNEO ADVISORY SERVICES, LLC

INSIGNEO ADVISORY SERVICES, LLC
Latest filing: 2026-03-31

INSIGNEO ADVISORY SERVICES, LLC runs INSIGNEO ADVISORY SERVICES, LLC and currently holds 685 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $1.41B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. INSIGNEO ADVISORY SERVICES, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, INSIGNEO ADVISORY SERVICES, LLC's portfolio at INSIGNEO ADVISORY SERVICES, LLC has delivered returns of +16.75%. Their 3-year annualized return is +59.52%. Looking at the 5-year horizon, INSIGNEO ADVISORY SERVICES, LLC has achieved +77.05% annualized returns at INSIGNEO ADVISORY SERVICES, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.75%
#0/1000
3 Year
+59.52%
#0/1000
5 Year
+77.05%
#0/1000

Portfolio Value

$1.41B

Alpha Score

51.7

#0 of 1000

Holdings

685

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change