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
$424M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$11.5M
3
+$2.74M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.41M
5
PFE icon
Pfizer
PFE
+$1.13M

Top Sells

1
+$2.37M
2
+$2.15M
3
+$2.1M
4
PYPL icon
PayPal
PYPL
+$1.09M
5
AAPL icon
Apple
AAPL
+$993K

Sector Composition

1 Technology 8.77%
2 Consumer Discretionary 4.06%
3 Financials 3.69%
4 Healthcare 2.22%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$223K 0.05%
+9,535
277
$213K 0.05%
2,848
-309
278
$206K 0.05%
+934
279
$205K 0.05%
2,257
+39
280
$205K 0.05%
2,610
281
$203K 0.05%
2,186
-998
282
$203K 0.05%
2,733
-3,318
283
$202K 0.05%
+7,917
284
$190K 0.04%
30,930
-2,450
285
$149K 0.04%
+21,287
286
$120K 0.03%
10,600
287
$118K 0.03%
10,000
288
$117K 0.03%
33,240
289
$113K 0.03%
10,700
290
$106K 0.02%
53,463
+663
291
$89.8K 0.02%
11,500
292
$86.2K 0.02%
75,646
+37,823
293
$81K 0.02%
10,189
294
$61K 0.01%
+25,000
295
$48.5K 0.01%
+25,950
296
$25.2K 0.01%
+20,000
297
$19.8K ﹤0.01%
664
298
$15.3K ﹤0.01%
636
299
– –
-83,263
300
– –
-981
10 11
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