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
$339M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.58M
3
+$1.6M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$1.36M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$1.07M

Top Sells

1
+$1.36M
2
+$1.35M
3
+$1.11M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.11M
5
NVDA icon
NVIDIA
NVDA
+$1.03M

Sector Composition

1 Technology 16.01%
2 Consumer Discretionary 9.25%
3 Financials 7.11%
4 Communication Services 5.68%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$168K 0.05%
14,053
+1,053
302
$165K 0.05%
+10,600
303
$153K 0.05%
10,000
304
$140K 0.04%
+113
305
$123K 0.04%
11,500
306
$109K 0.03%
10,189
307
$103K 0.03%
14,300
+600
308
$82K 0.02%
3,525
309
$42K 0.01%
660
310
$36K 0.01%
1,300
-3,300
311
$27K 0.01%
24,800
312
$25K 0.01%
15,712
-19,563
313
$24K 0.01%
10,495
314
– –
-2,790
315
– –
-12,500
316
– –
-15,800
317
– –
-1,056
318
– –
-1,446
319
– –
-2,002
320
– –
-1,391
321
– –
-5,313
322
– –
-667
323
– –
-2,164
324
– –
-1,330
325
– –
-10,682
10 11 12
13
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