IA

Insight Advisors Portfolio holdings

AUM $660M
1-Year Est. Return 14.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$620M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$4.09M
3
+$3.32M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.24M
5
WTV icon
WisdomTree US Value Fund
WTV
+$3.23M

Top Sells

1
+$5.47M
2
+$4.74M
3
+$3.7M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.87M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.31M

Sector Composition

1 Technology 11.6%
2 Financials 3.2%
3 Consumer Discretionary 2.99%
4 Communication Services 2.43%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$230K 0.04%
+1,345
252
$230K 0.04%
695
+6
253
$229K 0.04%
+1,179
254
$223K 0.04%
5,460
-6
255
$222K 0.04%
5,211
-103
256
$221K 0.04%
+2,858
257
$217K 0.04%
+8,171
258
$217K 0.04%
4,729
-174
259
$216K 0.03%
5,133
-262
260
$215K 0.03%
+767
261
$214K 0.03%
+1,453
262
$213K 0.03%
4,592
-61
263
$211K 0.03%
+880
264
$211K 0.03%
+2,568
265
$210K 0.03%
15,337
-2,600
266
$209K 0.03%
+425
267
$207K 0.03%
1,145
-135
268
$205K 0.03%
+965
269
$203K 0.03%
2,928
-75
270
$185K 0.03%
20,164
+5,000
271
$128K 0.02%
+13,026
272
$127K 0.02%
21,842
273
$121K 0.02%
10,000
274
$107K 0.02%
17,116
+2,440
275
$103K 0.02%
11,366
+250
8 9 10
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