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
$620M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$4.09M
3
+$3.32M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.24M
5
WTV icon
WisdomTree US Value Fund
WTV
+$3.23M

Top Sells

1
+$5.47M
2
+$4.74M
3
+$3.7M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.87M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.31M

Sector Composition

1 Technology 11.6%
2 Financials 3.2%
3 Consumer Discretionary 2.99%
4 Communication Services 2.43%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$101K 0.02%
11,500
277
$95.8K 0.02%
20,000
278
$67K 0.01%
11,360
279
$38.4K 0.01%
23,705
-4,538
280
$25.3K ﹤0.01%
15,400
+2,100
281
– –
-8,477
282
– –
-546
283
– –
-12,175
284
– –
-2,638
285
– –
-25,164
286
– –
-5,643
287
– –
-8,686
288
– –
-7,157
289
– –
-14,387
290
– –
-10,645
291
– –
-3,306
292
– –
-4,484
293
– –
-10,863
294
– –
-8,872
295
– –
-454
296
– –
-95,536
297
– –
-2,080
298
– –
-2,558
299
– –
-1,458
300
– –
-2,486
8 9 10 11
12