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
$339M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.58M
3
+$1.6M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$1.36M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$1.07M

Top Sells

1
+$1.36M
2
+$1.35M
3
+$1.11M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.11M
5
NVDA icon
NVIDIA
NVDA
+$1.03M

Sector Composition

1 Technology 16.01%
2 Consumer Discretionary 9.25%
3 Financials 7.11%
4 Communication Services 5.68%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$305K 0.09%
6,418
+1,101
252
$305K 0.09%
+17,751
253
$297K 0.09%
6,272
-68
254
$296K 0.09%
5,800
255
$293K 0.09%
1,404
-180
256
$287K 0.08%
3,678
257
$287K 0.08%
1,077
+35
258
$287K 0.08%
5,697
-330
259
$283K 0.08%
1,638
+6
260
$278K 0.08%
2,626
+36
261
$276K 0.08%
7,900
-2,550
262
$275K 0.08%
6,628
-845
263
$273K 0.08%
6,973
-4,024
264
$271K 0.08%
927
265
$269K 0.08%
3,311
266
$265K 0.08%
3,043
-160
267
$263K 0.08%
1,088
268
$261K 0.08%
2,428
+72
269
$261K 0.08%
148
-62
270
$258K 0.08%
1,259
-195
271
$256K 0.08%
+8,850
272
$254K 0.07%
2,741
273
$252K 0.07%
5,550
274
$250K 0.07%
2,259
275
$250K 0.07%
654
+3
9 10
11
12 13