IA

Insight Advisors Portfolio holdings

AUM $660M
1-Year Est. Return 14.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.89%
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
+$6.12M
2
+$4.11M
3
+$3.44M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$3.15M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$2.12M

Top Sells

1
+$1.46M
2
+$1.16M
3
+$1.07M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$943K
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$910K

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
– –
-5,860
287
– –
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288
– –
-1,139
289
– –
-4,271
290
– –
-8,283
291
– –
-2,888
292
– –
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293
– –
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294
– –
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295
– –
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296
– –
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297
– –
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298
– –
-8,842
299
– –
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300
– –
-2,717
9 10 11
12
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