IA
Insight Advisors Portfolio holdings
AUM
$620M
This Quarter Return
+8.23%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$620M
AUM Growth
+$620M
(+8.7%)
Cap. Flow
+$11.8M
Cap. Flow
% of AUM
1.9%
Top 10 Holdings %
Top 10 Hldgs %
52.95%
Holding
300
New
25
Increased
100
Reduced
129
Closed
20
Top Buys
Top Sells
| 1 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
$5.63M |
| 2 |
WisdomTree US Multifactor Fund
USMF
|
$4.74M |
| 3 |
NVIDIA
NVDA
|
$4.64M |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
$2.99M |
| 5 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$2.45M |
Sector Composition
| 1 | Technology | 11.6% |
| 2 | Financials | 3.2% |
| 3 | Consumer Discretionary | 2.99% |
| 4 | Communication Services | 2.43% |
| 5 | Consumer Staples | 1.57% |
