IA

Insight Advisors Portfolio holdings

AUM $653M
1-Year Est. Return 15.09%
This Quarter Est. Return
1 Year Est. Return
+15.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.58M
3
+$1.6M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$1.36M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$1.07M

Top Sells

1
+$1.36M
2
+$1.35M
3
+$1.11M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.11M
5
NVDA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$346K 0.1%
16,654
+500
227
$345K 0.1%
6,851
228
$345K 0.1%
+3,347
229
$344K 0.1%
2,500
230
$344K 0.1%
880
-146
231
$343K 0.1%
4,242
+5
232
$343K 0.1%
3,918
+9
233
$334K 0.1%
5,710
234
$334K 0.1%
1,423
-27
235
$332K 0.1%
+1,469
236
$330K 0.1%
5,388
+209
237
$330K 0.1%
1,311
238
$324K 0.1%
4,347
-75
239
$324K 0.1%
+7,730
240
$316K 0.09%
+830
241
$316K 0.09%
4,757
-1,134
242
$315K 0.09%
5,632
243
$315K 0.09%
18,314
+44
244
$314K 0.09%
11,775
245
$314K 0.09%
2,677
+195
246
$313K 0.09%
2,560
-115
247
$312K 0.09%
1,457
+107
248
$311K 0.09%
7,801
+73
249
$306K 0.09%
4,027
250
$306K 0.09%
2,659
-50
8 9
10
11 12