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
$286M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$2.17M
3
+$2.13M
4
KSCD
KFA Small Cap Quality Dividend Index ETF
KSCD
+$2.1M
5
INTC icon
Intel
INTC
+$1.75M

Top Sells

1
+$1.06M
2
+$1.03M
3
+$1.02M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$992K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$987K

Sector Composition

1 Technology 10.98%
2 Financials 6.83%
3 Consumer Discretionary 6.09%
4 Healthcare 4.8%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 0.84%
6,253
-57
27
$2.37M 0.83%
79,477
-8,444
28
$2.37M 0.83%
25,678
-3,235
29
$2.26M 0.79%
5,927
-176
30
$2.24M 0.78%
20,153
-64
31
$2.17M 0.76%
12,181
+535
32
$2.17M 0.76%
+17,281
33
$2.1M 0.74%
+83,263
34
$2.01M 0.7%
90,774
+29,885
35
$1.96M 0.69%
12,956
-528
36
$1.96M 0.69%
6,203
+84
37
$1.89M 0.66%
7,156
-449
38
$1.82M 0.64%
10,131
+750
39
$1.78M 0.62%
47,540
-22,869
40
$1.75M 0.61%
+65,501
41
$1.63M 0.57%
9,122
-552
42
$1.62M 0.57%
14,944
-4,272
43
$1.51M 0.53%
30,071
-2,154
44
$1.5M 0.53%
5,691
-1
45
$1.48M 0.52%
3,274
+1,234
46
$1.44M 0.5%
12,376
+891
47
$1.41M 0.49%
+61,252
48
$1.4M 0.49%
5,871
+1
49
$1.39M 0.49%
10,288
-38
50
$1.39M 0.49%
23,766
-8,219
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