IA
Insight Advisors Portfolio holdings
AUM
$620M
This Quarter Return
+4.1%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$574M
AUM Growth
+$574M
(+4.9%)
Cap. Flow
+$10.6M
Cap. Flow
% of AUM
1.85%
Top 10 Holdings %
Top 10 Hldgs %
51.02%
Holding
302
New
17
Increased
136
Reduced
114
Closed
9
Top Buys
Top Sells
| 1 |
WisdomTree US MidCap Dividend Fund
DON
|
$2.73M |
| 2 |
WisdomTree International Multifactor Fund
DWMF
|
$1.61M |
| 3 |
WisdomTree International SmallCap Dividend Fund
DLS
|
$1.57M |
| 4 |
NVIDIA
NVDA
|
$1.24M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
FT Vest US Equity Moderate Buffer ETF July
GJUL
$604M
| – | – |
-8,008
| Closed | -$278K |
|
302
FT Vest US Equity Moderate Buffer ETF November
GNOV
$250M
| – | – |
-8,081
| Closed | -$273K |
|