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
$424M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$11.5M
3
+$2.73M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.44M
5
PFE icon
Pfizer
PFE
+$1.2M

Top Sells

1
+$2.37M
2
+$2.16M
3
+$2.1M
4
PYPL icon
PayPal
PYPL
+$1.1M
5
AMZN icon
Amazon
AMZN
+$912K

Sector Composition

1 Technology 8.77%
2 Consumer Discretionary 4.06%
3 Financials 3.69%
4 Healthcare 2.22%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-25,678
302
– –
-943
303
– –
-2,386
304
– –
-719
305
– –
-11,132
306
– –
-6,667
307
– –
-720
308
– –
-982
309
– –
-8,372
310
– –
-5,422
311
– –
-3,955
312
– –
-12,678
313
– –
-595
314
– –
-12,677
315
– –
-2,038
316
– –
-2,034
317
– –
-4,932
318
– –
-3,552
319
– –
-8,565
320
– –
-20,569
321
– –
-3,890
322
– –
-7,877
323
– –
-4,776
324
– –
-1,062
325
– –
-1,804
10 11 12
13
14