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
$424M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$11.5M
3
+$2.74M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.41M
5
PFE icon
Pfizer
PFE
+$1.13M

Top Sells

1
+$2.37M
2
+$2.15M
3
+$2.1M
4
PYPL icon
PayPal
PYPL
+$1.09M
5
AAPL icon
Apple
AAPL
+$993K

Sector Composition

1 Technology 8.77%
2 Consumer Discretionary 4.06%
3 Financials 3.69%
4 Healthcare 2.22%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$252K 0.06%
6,084
-970
252
$249K 0.06%
6,908
+141
253
$249K 0.06%
2,123
-46
254
$249K 0.06%
16,403
-2,467
255
$248K 0.06%
1,785
-298
256
$246K 0.06%
1,232
-1,770
257
$246K 0.06%
3,378
-400
258
$244K 0.06%
1,524
+57
259
$244K 0.06%
8,375
-1,390
260
$243K 0.06%
707
-1,054
261
$242K 0.06%
+4,570
262
$242K 0.06%
3,141
-1,188
263
$239K 0.06%
12,412
-3,563
264
$239K 0.06%
1,001
265
$237K 0.06%
3,407
266
$235K 0.06%
1,421
-300
267
$234K 0.06%
3,507
268
$232K 0.05%
8,386
-3,099
269
$232K 0.05%
6,107
-5,586
270
$227K 0.05%
+6,650
271
$226K 0.05%
4,331
-3,062
272
$226K 0.05%
+1,495
273
$225K 0.05%
1,767
274
$224K 0.05%
5,022
-3,188
275
$224K 0.05%
1,305
-402
9 10
11
12 13