IA
Insight Advisors Portfolio holdings
AUM
$620M
1-Year Return
12.74%
This Quarter Return
+8.66%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$339M
AUM Growth
+$4.24M
(+1.3%)
Cap. Flow
+$8.11M
Cap. Flow
% of AUM
2.39%
Top 10 Holdings %
Top 10 Hldgs %
24.07%
Holding
334
New
21
Increased
115
Reduced
130
Closed
21
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$5.29M |
| 2 |
Invesco S&P SmallCap Health Care ETF
PSCH
|
$2.58M |
| 3 |
PayPal
PYPL
|
$1.6M |
| 4 |
WisdomTree US LargeCap Fund
EPS
|
$1.36M |
| 5 |
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
|
$1.07M |
Top Sells
| 1 |
Vanguard S&P 500 Growth ETF
VOOG
|
$1.36M |
| 2 |
KraneShares Emerging Markets Consumer Technology Index ETF
KEMQ
|
$1.35M |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$1.11M |
| 4 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$1.11M |
| 5 |
NVIDIA
NVDA
|
$1.03M |
Sector Composition
| 1 | Technology | 16.01% |
| 2 | Consumer Discretionary | 9.25% |
| 3 | Financials | 7.11% |
| 4 | Communication Services | 5.68% |
| 5 | Consumer Staples | 2.73% |
