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
$547M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.27M
3
+$3.47M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$3.16M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$2.2M

Top Sells

1
+$1.46M
2
+$1.41M
3
+$1.08M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$971K
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$914K

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 3.38%
3 Financials 2.97%
4 Communication Services 2.35%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$291K 0.05%
1,862
-167
227
$289K 0.05%
2,551
+3
228
$289K 0.05%
12,434
229
$286K 0.05%
2,958
-78
230
$284K 0.05%
4,261
-40
231
$284K 0.05%
7,560
232
$283K 0.05%
6,193
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233
$283K 0.05%
3,378
-31
234
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7,007
-152
235
$279K 0.05%
7,841
+279
236
$279K 0.05%
5,071
237
$279K 0.05%
1,668
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238
$279K 0.05%
2,119
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239
$279K 0.05%
1,171
240
$278K 0.05%
8,008
-5,992
241
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3,773
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242
$273K 0.05%
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243
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244
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2,597
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245
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5,385
246
$259K 0.05%
6,358
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247
$254K 0.05%
1,747
248
$252K 0.05%
3,247
+9
249
$249K 0.05%
2,063
+7
250
$249K 0.05%
4,080
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10
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