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
$473M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.11M
3
+$2.02M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.71M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.15M

Top Sells

1
+$1.9M
2
+$1.57M
3
+$1.54M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.54M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$784K

Sector Composition

1 Technology 10.26%
2 Consumer Discretionary 4.18%
3 Financials 3.07%
4 Healthcare 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$230K 0.05%
2,953
-669
252
$229K 0.05%
+1,156
253
$229K 0.05%
4,538
-419
254
$228K 0.05%
+592
255
$228K 0.05%
2,888
+17
256
$227K 0.05%
3,238
-12
257
$226K 0.05%
33,240
258
$225K 0.05%
+1,207
259
$222K 0.05%
4,319
-257
260
$220K 0.05%
9,535
-101
261
$219K 0.05%
3,607
-368
262
$215K 0.05%
+1,228
263
$215K 0.05%
717
-7
264
$214K 0.05%
+2,048
265
$214K 0.05%
3,625
-273
266
$212K 0.04%
5,609
-6,088
267
$211K 0.04%
4,200
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268
$208K 0.04%
+4,039
269
$204K 0.04%
+3,563
270
$203K 0.04%
+2,255
271
$202K 0.04%
1,882
-610
272
$200K 0.04%
1,387
+1
273
$162K 0.03%
13,608
274
$125K 0.03%
10,000
275
$88.8K 0.02%
11,500
8 9 10
11
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