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
$574M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.12M
3
+$2M
4
INTC icon
Intel
INTC
+$1.74M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.55M

Top Sells

1
+$2.73M
2
+$1.61M
3
+$1.57M
4
NVDA icon
NVIDIA
NVDA
+$1.24M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$1.11M

Sector Composition

1 Technology 11.97%
2 Consumer Discretionary 3.24%
3 Financials 3.06%
4 Communication Services 2.16%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$215K 0.04%
4,683
-1,510
277
$215K 0.04%
+7,680
278
$212K 0.04%
+452
279
$209K 0.04%
+2,672
280
$208K 0.04%
+2,123
281
$205K 0.04%
+2,301
282
$205K 0.04%
+3,954
283
$203K 0.04%
2,486
-437
284
$195K 0.03%
20,537
285
$159K 0.03%
15,164
+589
286
$156K 0.03%
33,240
287
$130K 0.02%
10,000
288
$120K 0.02%
21,842
289
$100K 0.02%
11,500
290
$98.1K 0.02%
10,650
+225
291
$75.2K 0.01%
+11,360
292
$62.8K 0.01%
20,000
293
$26.6K ﹤0.01%
35,083
-1,568
294
– –
-535
295
– –
-9,875
296
– –
-4,990
297
– –
-1,747
298
– –
-2,851
299
– –
-2,925
300
– –
-8,081
9 10 11
12
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