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
$286M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$2.17M
3
+$2.13M
4
KSCD
KFA Small Cap Quality Dividend Index ETF
KSCD
+$2.1M
5
INTC icon
Intel
INTC
+$1.75M

Top Sells

1
+$1.06M
2
+$1.03M
3
+$1.02M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$992K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$987K

Sector Composition

1 Technology 10.98%
2 Financials 6.83%
3 Consumer Discretionary 6.09%
4 Healthcare 4.8%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$239K 0.08%
6,667
-1,314
277
$237K 0.08%
+982
278
$236K 0.08%
3,552
-265
279
$235K 0.08%
3,157
+138
280
$234K 0.08%
6,767
-2
281
$234K 0.08%
2,350
-22
282
$232K 0.08%
720
-7
283
$232K 0.08%
4,598
-260
284
$230K 0.08%
7,877
-800
285
$230K 0.08%
33,380
-23,593
286
$228K 0.08%
+478
287
$228K 0.08%
5,422
-150
288
$227K 0.08%
+1,767
289
$220K 0.08%
1,062
-33
290
$218K 0.08%
1,301
-5,007
291
$218K 0.08%
+3,507
292
$216K 0.08%
981
-2
293
$214K 0.08%
+15,825
294
$214K 0.07%
2,038
-60
295
$214K 0.07%
2,610
296
$210K 0.07%
+2,218
297
$208K 0.07%
4,776
298
$206K 0.07%
+595
299
$202K 0.07%
943
-2
300
$201K 0.07%
+3,890
10 11
12
13 14