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
$286M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$2.17M
3
+$2.13M
4
KSCD
KFA Small Cap Quality Dividend Index ETF
KSCD
+$2.1M
5
INTC icon
Intel
INTC
+$1.75M

Top Sells

1
+$1.06M
2
+$1.03M
3
+$1.02M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$992K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$987K

Sector Composition

1 Technology 10.98%
2 Financials 6.83%
3 Consumer Discretionary 6.09%
4 Healthcare 4.8%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$335K 0.12%
+17,378
227
$326K 0.11%
10,702
-3,556
228
$324K 0.11%
4,329
229
$324K 0.11%
11,485
-7,751
230
$319K 0.11%
6,370
-1,392
231
$318K 0.11%
3,856
-349
232
$317K 0.11%
3,567
-228
233
$316K 0.11%
1,804
+434
234
$316K 0.11%
+8,847
235
$314K 0.11%
13,042
-162
236
$313K 0.11%
+4,435
237
$311K 0.11%
+11,074
238
$309K 0.11%
+2,918
239
$306K 0.11%
7,257
-136
240
$303K 0.11%
3,021
+5
241
$302K 0.11%
2,645
-434
242
$302K 0.11%
+3,000
243
$301K 0.11%
+8,565
244
$299K 0.1%
2,083
-70
245
$299K 0.1%
15,975
-3,479
246
$296K 0.1%
8,887
-1,161
247
$294K 0.1%
2,899
+12
248
$293K 0.1%
11,613
-123
249
$289K 0.1%
5,851
250
$288K 0.1%
2,034
+186
8 9
10
11 12