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
$437M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.1M
3
+$2.28M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.54M
5
AVGO icon
Broadcom
AVGO
+$1.16M

Top Sells

1
+$2.56M
2
+$2.56M
3
+$2.46M
4
C icon
Citigroup
C
+$1.59M
5
GAPR icon
FT Vest US Equity Moderate Buffer ETF April
GAPR
+$717K

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 4.24%
3 Financials 3.15%
4 Healthcare 2.09%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$218K 0.05%
3,898
-142
252
$214K 0.05%
2,871
253
$213K 0.05%
3,313
254
$213K 0.05%
1,399
+3
255
$212K 0.05%
9,636
+101
256
$210K 0.05%
3,250
-19
257
$208K 0.05%
33,240
258
$207K 0.05%
724
+1
259
$204K 0.05%
1,246
-94
260
$182K 0.04%
28,380
-500
261
$158K 0.04%
13,608
262
$156K 0.04%
15,727
-1,273
263
$122K 0.03%
21,787
+1,000
264
$121K 0.03%
10,000
265
$114K 0.03%
10,600
266
$84.8K 0.02%
11,500
267
$78.3K 0.02%
10,189
268
$67.4K 0.02%
10,700
269
$45K 0.01%
37,500
-10,450
270
$42.2K 0.01%
20,000
271
$32.4K 0.01%
40,434
-8,464
272
$30.2K 0.01%
20,000
-5,000
273
$17.2K ﹤0.01%
759
274
$12.3K ﹤0.01%
556
-40
275
$6.55K ﹤0.01%
75,646
8 9 10
11
12