IA
Insight Advisors Portfolio holdings
AUM
$620M
This Quarter Return
+7.62%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$515M
AUM Growth
+$515M
(+8.9%)
Cap. Flow
+$17.3M
Cap. Flow
% of AUM
3.35%
Top 10 Holdings %
Top 10 Hldgs %
49.86%
Holding
307
New
23
Increased
121
Reduced
113
Closed
12
Top Buys
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.59M |
| 2 |
WisdomTree US LargeCap Fund
EPS
|
$1.38M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.28M |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$1.22M |
| 5 |
First Trust Long/Short Equity ETF
FTLS
|
$965K |
Sector Composition
| 1 | Technology | 11.6% |
| 2 | Consumer Discretionary | 4.08% |
| 3 | Financials | 3.58% |
| 4 | Communication Services | 2.21% |
| 5 | Healthcare | 2.1% |
