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
$574M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.12M
3
+$2M
4
INTC icon
Intel
INTC
+$1.74M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.55M

Top Sells

1
+$2.73M
2
+$1.61M
3
+$1.57M
4
NVDA icon
NVIDIA
NVDA
+$1.24M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$1.11M

Sector Composition

1 Technology 11.97%
2 Consumer Discretionary 3.24%
3 Financials 3.06%
4 Communication Services 2.16%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$250K 0.04%
3,093
+82
252
$250K 0.04%
11,349
+642
253
$247K 0.04%
3,479
-782
254
$246K 0.04%
710
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255
$243K 0.04%
2,069
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256
$242K 0.04%
2,513
-567
257
$239K 0.04%
6,880
-4,555
258
$239K 0.04%
2,375
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259
$239K 0.04%
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260
$239K 0.04%
2,825
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261
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262
$235K 0.04%
6,705
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263
$230K 0.04%
2,078
264
$228K 0.04%
2,194
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265
$227K 0.04%
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266
$223K 0.04%
3,092
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267
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268
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269
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+2,229
270
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5,300
-146
271
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6,827
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272
$217K 0.04%
+2,538
273
$217K 0.04%
+4,191
274
$217K 0.04%
+1,874
275
$216K 0.04%
3,536
-86
9 10
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