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
$339M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.58M
3
+$1.6M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$1.36M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$1.07M

Top Sells

1
+$1.36M
2
+$1.35M
3
+$1.11M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.11M
5
NVDA icon
NVIDIA
NVDA
+$1.03M

Sector Composition

1 Technology 16.01%
2 Consumer Discretionary 9.25%
3 Financials 7.11%
4 Communication Services 5.68%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$241K 0.07%
930
-61
277
$238K 0.07%
1,536
-13
278
$237K 0.07%
3,453
279
$231K 0.07%
5,500
-2,000
280
$230K 0.07%
5,398
-3,002
281
$227K 0.07%
3,925
282
$226K 0.07%
2,238
+5
283
$226K 0.07%
2,445
+5
284
$226K 0.07%
+1,743
285
$223K 0.07%
4,326
+177
286
$222K 0.07%
870
-170
287
$222K 0.07%
3,262
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288
$222K 0.07%
2,289
-190
289
$220K 0.06%
2,858
290
$213K 0.06%
488
291
$212K 0.06%
2,236
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292
$210K 0.06%
1,570
293
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581
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294
$207K 0.06%
+2,329
295
$205K 0.06%
1,229
-24
296
$204K 0.06%
5,227
297
$186K 0.05%
13,223
+82
298
$181K 0.05%
+11,897
299
$174K 0.05%
10,970
300
$170K 0.05%
4,326
-3,160
10 11
12
13 14