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
$571M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.26M
3
+$2.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.5M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$1.45M

Top Sells

1
+$2.48M
2
+$782K
3
+$752K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$608K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$584K

Sector Composition

1 Technology 10.88%
2 Financials 3.37%
3 Consumer Discretionary 2.99%
4 Communication Services 2.23%
5 Consumer Staples 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$226K 0.04%
454
-116
252
$224K 0.04%
4,903
+370
253
$222K 0.04%
1,280
-111
254
$219K 0.04%
+2,486
255
$217K 0.04%
5,314
+71
256
$217K 0.04%
+3,084
257
$215K 0.04%
2,733
+63
258
$215K 0.04%
+8,477
259
$214K 0.04%
+1,458
260
$213K 0.04%
3,003
+72
261
$210K 0.04%
8,686
262
$209K 0.04%
546
-47
263
$202K 0.04%
+2,558
264
$145K 0.03%
15,164
265
$127K 0.02%
10,000
266
$124K 0.02%
17,937
-2,600
267
$120K 0.02%
21,842
268
$108K 0.02%
20,000
269
$94K 0.02%
11,116
+316
270
$93.6K 0.02%
11,500
271
$72.8K 0.01%
+10,863
272
$66.9K 0.01%
11,360
273
$31.1K 0.01%
28,243
-1,224
274
$20.2K ﹤0.01%
+2,080
275
$8.67K ﹤0.01%
+13,300
8 9 10
11
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