Holdings of Ascentis Independent Advisors
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 1,557 in 26 countries
- Top ten
- 24.1 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
Sector breakdown
- Technology 20.1 %
- Funds 8.1 %
- Financials 6.6 %
- Health care 5.2 %
- Consumer discretionary 5.0 %
- Industrials 4.9 %
- Communication 4.5 %
- Consumer staples 3.3 %
- Energy 1.9 %
- Utilities 1.7 %
- Real estate 0.8 %
- Materials 0.6 %
- Unattributed 37.3 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 98.6 %
- Taiwan 0.5 %
- United Kingdom 0.3 %
- Netherlands 0.3 %
- Germany 0.1 %
- Spain 0.1 %
- India 0.0 %
- Cayman Islands 0.0 %
- France 0.0 %
- Sweden 0.0 %
- Norway 0.0 %
- Japan 0.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 1,484 | 1.2B $ | 98.60 % |
| 2 | Taiwan | 1 | 6.4M $ | 0.53 % |
| 3 | United Kingdom | 13 | 3.4M $ | 0.28 % |
| 4 | Netherlands | 3 | 3.2M $ | 0.26 % |
| 5 | Germany | 7 | 1.1M $ | 0.09 % |
| 6 | Spain | 2 | 802K $ | 0.07 % |
| 7 | India | 2 | 406.4K $ | 0.03 % |
| 8 | Cayman Islands | 5 | 365K $ | 0.03 % |
| 9 | France | 5 | 339.8K $ | 0.03 % |
| 10 | Sweden | 2 | 287.7K $ | 0.02 % |
| 11 | Norway | 1 | 141.3K $ | 0.01 % |
| 12 | Japan | 7 | 72.8K $ | 0.01 % |
Cite this page
Titelia. "Holdings of Ascentis Independent Advisors". https://titelia.com/en/funds/US13F1845003