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
$547M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.27M
3
+$3.47M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$3.16M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$2.2M

Top Sells

1
+$1.46M
2
+$1.41M
3
+$1.08M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$971K
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$914K

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 3.38%
3 Financials 2.97%
4 Communication Services 2.35%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$139K 0.03%
14,575
277
$132K 0.02%
33,240
278
$128K 0.02%
10,000
279
$122K 0.02%
20,537
-500
280
$114K 0.02%
21,842
281
$97.2K 0.02%
11,500
282
$91.5K 0.02%
10,425
+236
283
$63.8K 0.01%
20,000
284
$28.5K 0.01%
36,651
-1,119
285
$22.6K ﹤0.01%
15,000
286
– –
-2,888
287
– –
-30,380
288
– –
-5,292
289
– –
-1,882
290
– –
-744
291
– –
-2,717
292
– –
-5,657
293
– –
-8,842
294
– –
-1,576
295
– –
-10,278
296
– –
-10,700
297
– –
-4,570
298
– –
-3,316
299
– –
-15,555
300
– –
-8,283
9 10 11
12
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