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
$437M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.1M
3
+$2.28M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.54M
5
AVGO icon
Broadcom
AVGO
+$1.16M

Top Sells

1
+$2.56M
2
+$2.56M
3
+$2.46M
4
C icon
Citigroup
C
+$1.59M
5
GAPR icon
FT Vest US Equity Moderate Buffer ETF April
GAPR
+$717K

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 4.24%
3 Financials 3.15%
4 Healthcare 2.09%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$263K 0.06%
+5,000
227
$262K 0.06%
3,622
-15
228
$261K 0.06%
1,767
229
$259K 0.06%
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230
$258K 0.06%
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-61
231
$258K 0.06%
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-187
232
$253K 0.06%
3,122
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233
$250K 0.06%
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-87
234
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3,599
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235
$244K 0.06%
6,650
236
$243K 0.06%
13,036
-3,664
237
$243K 0.06%
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238
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3,906
-94
239
$237K 0.05%
5,156
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240
$236K 0.05%
6,722
-356
241
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242
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243
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9,875
244
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2,127
245
$228K 0.05%
8,555
-2,441
246
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-14
247
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5,600
-2,078
248
$224K 0.05%
951
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249
$223K 0.05%
9,903
-3,911
250
$219K 0.05%
2,978
-400
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10
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