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
326
– –
-11,133
327
– –
-2,442
328
– –
-3,347
329
– –
-769
330
– –
-4,050
331
– –
-981
332
– –
-2,645
333
– –
-7,330
334
– –
-25,678
335
– –
-83,263
10 11 12 13
14