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
$286M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$2.17M
3
+$2.13M
4
KSCD
KFA Small Cap Quality Dividend Index ETF
KSCD
+$2.1M
5
INTC icon
Intel
INTC
+$1.75M

Top Sells

1
+$1.06M
2
+$1.03M
3
+$1.02M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$992K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$987K

Sector Composition

1 Technology 10.98%
2 Financials 6.83%
3 Consumer Discretionary 6.09%
4 Healthcare 4.8%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$288K 0.1%
3,645
-109
252
$287K 0.1%
7,274
-290
253
$286K 0.1%
848
-115
254
$285K 0.1%
11,775
255
$283K 0.1%
+5,790
256
$283K 0.1%
3,778
257
$276K 0.1%
+18,870
258
$273K 0.1%
+7,054
259
$272K 0.1%
5,431
-46
260
$269K 0.09%
1,707
-211
261
$265K 0.09%
7,958
-286
262
$265K 0.09%
+9,765
263
$265K 0.09%
+3,184
264
$264K 0.09%
3,652
-403
265
$261K 0.09%
2,169
+18
266
$259K 0.09%
8,372
+225
267
$258K 0.09%
2,562
+2
268
$253K 0.09%
1,721
-14
269
$248K 0.09%
3,347
-155
270
$247K 0.09%
4,404
-1,132
271
$247K 0.09%
1,001
+76
272
$245K 0.09%
3,407
+8
273
$244K 0.09%
+7,122
274
$243K 0.08%
1,275
-691
275
$241K 0.08%
+1,467
9 10
11
12 13