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
$574M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.12M
3
+$2M
4
INTC icon
Intel
INTC
+$1.74M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.55M

Top Sells

1
+$2.73M
2
+$1.61M
3
+$1.57M
4
NVDA icon
NVIDIA
NVDA
+$1.24M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$1.11M

Sector Composition

1 Technology 11.97%
2 Consumer Discretionary 3.24%
3 Financials 3.06%
4 Communication Services 2.16%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$294K 0.05%
5,851
227
$293K 0.05%
3,247
228
$292K 0.05%
10,616
-6,523
229
$290K 0.05%
6,632
+274
230
$288K 0.05%
9,589
-4,722
231
$284K 0.05%
3,783
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232
$283K 0.05%
5,385
233
$282K 0.05%
2,474
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234
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235
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236
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2,303
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237
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238
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239
$273K 0.05%
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240
$273K 0.05%
6,063
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241
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242
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243
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245
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246
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2,133
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247
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516
248
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1,203
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249
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4,892
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250
$250K 0.04%
3,920
-160
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10
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