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
$473M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.11M
3
+$2.02M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.71M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.15M

Top Sells

1
+$1.9M
2
+$1.57M
3
+$1.54M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.54M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$784K

Sector Composition

1 Technology 10.26%
2 Consumer Discretionary 4.18%
3 Financials 3.07%
4 Healthcare 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$86.8K 0.02%
10,700
277
$85.2K 0.02%
21,037
-750
278
$79.9K 0.02%
10,189
279
$41.4K 0.01%
23,630
-4,750
280
$40.2K 0.01%
20,000
281
$37.8K 0.01%
37,770
-2,664
282
$32.1K 0.01%
15,000
-5,000
283
$13.4K ﹤0.01%
809
+50
284
$12.6K ﹤0.01%
516
-40
285
– –
-24,800
286
– –
-75,646
287
– –
-10,600
288
– –
-37,500
289
– –
-27,219
290
– –
-5,356
291
– –
-14,339
292
– –
-19,495
293
– –
-15,727
294
– –
-53,500
295
– –
-22,811
8 9 10 11
12