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
$571M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.26M
3
+$2.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.5M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$1.45M

Top Sells

1
+$2.48M
2
+$782K
3
+$752K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$608K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$584K

Sector Composition

1 Technology 10.88%
2 Financials 3.37%
3 Consumer Discretionary 2.99%
4 Communication Services 2.23%
5 Consumer Staples 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$277K 0.05%
5,386
+1
227
$276K 0.05%
3,477
-280
228
$274K 0.05%
14,676
+49
229
$273K 0.05%
+948
230
$273K 0.05%
2,762
-17
231
$272K 0.05%
1,012
-23
232
$270K 0.05%
3,773
-23
233
$270K 0.05%
1,166
+18
234
$266K 0.05%
5,395
+550
235
$264K 0.05%
4,396
+23
236
$264K 0.05%
2,816
-16
237
$264K 0.05%
1,187
238
$262K 0.05%
3,460
-700
239
$260K 0.05%
10,645
240
$259K 0.05%
2,715
+105
241
$256K 0.04%
2,139
+1
242
$254K 0.04%
2,329
243
$250K 0.04%
2,638
-1,500
244
$249K 0.04%
5,230
-1,090
245
$243K 0.04%
2,069
246
$242K 0.04%
6,450
-1,858
247
$237K 0.04%
5,184
-1,743
248
$234K 0.04%
2,285
+11
249
$234K 0.04%
8,872
-2,284
250
$227K 0.04%
+689
8 9
10
11 12