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
$473M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.11M
3
+$2.02M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.71M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.15M

Top Sells

1
+$1.9M
2
+$1.57M
3
+$1.54M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.54M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$784K

Sector Composition

1 Technology 10.26%
2 Consumer Discretionary 4.18%
3 Financials 3.07%
4 Healthcare 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$276K 0.06%
13,705
+669
227
$274K 0.06%
12,434
-186
228
$269K 0.06%
2,975
-147
229
$267K 0.06%
6,853
+10
230
$264K 0.06%
2,637
+16
231
$261K 0.06%
2,717
-200
232
$260K 0.06%
5,141
-35
233
$258K 0.05%
513
-173
234
$255K 0.05%
+8,035
235
$254K 0.05%
3,453
-21,295
236
$254K 0.05%
3,820
-86
237
$254K 0.05%
6,776
+54
238
$251K 0.05%
2,143
+16
239
$251K 0.05%
1,402
+3
240
$250K 0.05%
1,300
+54
241
$245K 0.05%
6,680
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242
$243K 0.05%
9,875
243
$242K 0.05%
5,600
244
$242K 0.05%
1,767
245
$241K 0.05%
962
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246
$237K 0.05%
2,522
-424
247
$234K 0.05%
+4,227
248
$233K 0.05%
3,313
249
$233K 0.05%
9,691
-212
250
$231K 0.05%
+3,010
8 9
10
11 12