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
26
$2.59M 0.76%
82,125
+154
27
$2.58M 0.76%
+43,044
28
$2.48M 0.73%
40,523
-4,682
29
$2.48M 0.73%
7,380
-325
30
$2.47M 0.73%
9,693
-380
31
$2.44M 0.72%
46,753
+2,638
32
$2.44M 0.72%
5,129
+414
33
$2.4M 0.71%
65,122
+2,198
34
$2.35M 0.69%
18,160
+1,486
35
$2.35M 0.69%
81,855
+5,036
36
$2.34M 0.69%
55,734
+20,647
37
$2.27M 0.67%
23,971
-4,379
38
$2.26M 0.67%
43,738
-934
39
$2.2M 0.65%
7,797
+72
40
$2.03M 0.6%
63,999
+23,269
41
$1.99M 0.59%
38,344
+13,874
42
$1.93M 0.57%
8,459
-4,397
43
$1.93M 0.57%
68,283
+18,806
44
$1.9M 0.56%
91,539
+8,103
45
$1.88M 0.56%
52,092
+26
46
$1.88M 0.55%
10,993
+265
47
$1.86M 0.55%
42,383
+11,375
48
$1.86M 0.55%
6,152
-4,503
49
$1.72M 0.51%
10,507
-153
50
$1.71M 0.5%
41,752
+16,061
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