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
$584M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$3.27M
3
+$1.5M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.45M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.19M

Top Sells

1
+$9.3M
2
+$1.61M
3
+$788K
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$715K
5
NVDA icon
NVIDIA
NVDA
+$641K

Sector Composition

1 Technology 12.62%
2 Consumer Discretionary 3.65%
3 Financials 3.25%
4 Communication Services 2.41%
5 Consumer Staples 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$158K 0.03%
5,325
-4,264
277
$140K 0.02%
15,164
278
$128K 0.02%
10,000
279
$118K 0.02%
21,842
280
$101K 0.02%
10,800
+150
281
$94.1K 0.02%
11,500
282
$68.2K 0.01%
11,360
283
$43.9K 0.01%
29,467
-5,616
284
– –
-1,874
285
– –
-2,078
286
– –
-710
287
– –
-2,538
288
– –
-5,499
289
– –
-15,529
290
– –
-10,616
291
– –
-3,536
292
– –
-3,954
293
– –
-6,880
294
– –
-2,123
295
– –
-33,240
296
– –
-452
297
– –
-9,441
298
– –
-2,229
299
– –
-2,133
300
– –
-3,479
9 10 11
12
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