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
$547M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.27M
3
+$3.47M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$3.16M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$2.2M

Top Sells

1
+$1.46M
2
+$1.41M
3
+$1.08M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$971K
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$914K

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 3.38%
3 Financials 2.97%
4 Communication Services 2.35%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$247K 0.04%
1,207
252
$243K 0.04%
2,892
-69
253
$242K 0.04%
5,096
+652
254
$239K 0.04%
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255
$234K 0.04%
2,325
-60
256
$234K 0.04%
708
-9
257
$233K 0.04%
516
-90
258
$233K 0.04%
3,663
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259
$233K 0.04%
2,297
+12
260
$228K 0.04%
2,068
261
$228K 0.04%
+2,851
262
$227K 0.04%
3,123
-2,011
263
$224K 0.04%
3,207
-1,086
264
$222K 0.04%
6,685
+16
265
$221K 0.04%
5,294
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266
$220K 0.04%
2,269
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267
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268
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3,622
269
$211K 0.04%
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270
$211K 0.04%
5,446
-749
271
$205K 0.04%
+3,011
272
$205K 0.04%
+10,707
273
$204K 0.04%
2,329
-4
274
$204K 0.04%
2,078
275
$202K 0.04%
+6,388
9 10
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