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
$424M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$11.5M
3
+$2.74M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.41M
5
PFE icon
Pfizer
PFE
+$1.13M

Top Sells

1
+$2.37M
2
+$2.15M
3
+$2.1M
4
PYPL icon
PayPal
PYPL
+$1.09M
5
AAPL icon
Apple
AAPL
+$993K

Sector Composition

1 Technology 8.77%
2 Consumer Discretionary 4.06%
3 Financials 3.69%
4 Healthcare 2.22%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$291K 0.07%
2,637
-1,517
227
$290K 0.07%
5,851
228
$290K 0.07%
11,775
229
$289K 0.07%
2,520
-1,426
230
$288K 0.07%
5,354
-77
231
$286K 0.07%
3,645
232
$285K 0.07%
6,858
-2,207
233
$285K 0.07%
1,352
-825
234
$284K 0.07%
+8,527
235
$283K 0.07%
2,910
+11
236
$277K 0.07%
2,733
-2,014
237
$276K 0.06%
13,548
-6,622
238
$274K 0.06%
5,586
-2,067
239
$274K 0.06%
1,678
-1,108
240
$269K 0.06%
4,405
+1
241
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242
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243
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5,357
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244
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2,564
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245
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1,274
-1
246
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3,407
-1,028
247
$258K 0.06%
2,104
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248
$258K 0.06%
5,126
+528
249
$258K 0.06%
6,960
-162
250
$256K 0.06%
3,520
-132
8 9
10
11 12