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

Top Buys

1
+$129M
2
+$11.5M
3
+$2.74M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.41M
5
PFE icon
Pfizer
PFE
+$1.13M

Top Sells

1
+$2.37M
2
+$2.15M
3
+$2.1M
4
PYPL icon
PayPal
PYPL
+$1.09M
5
AAPL icon
Apple
AAPL
+$993K

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
26
$2.67M 0.63%
19,363
-75
27
$2.57M 0.6%
6,248
-5
28
$2.45M 0.58%
76,384
-3,093
29
$2.29M 0.54%
5,584
-343
30
$2.2M 0.52%
6,850
-306
31
$2.18M 0.51%
104,478
+13,704
32
$2.14M 0.5%
20,136
-17
33
$2.14M 0.5%
45,570
-7,900
34
$1.98M 0.47%
52,744
+5,204
35
$1.84M 0.43%
11,898
-283
36
$1.75M 0.41%
53,554
-11,947
37
$1.7M 0.4%
17,357
-3,422
38
$1.7M 0.4%
27,884
+4,118
39
$1.68M 0.39%
8,608
-514
40
$1.62M 0.38%
39,681
+27,711
41
$1.62M 0.38%
10,869
-2,087
42
$1.5M 0.35%
17,071
+532
43
$1.48M 0.35%
6,816
44
$1.47M 0.35%
29,227
-844
45
$1.47M 0.35%
4,978
-1,225
46
$1.46M 0.34%
3,794
+66
47
$1.45M 0.34%
7,981
-2,150
48
$1.45M 0.34%
12,672
+296
49
$1.44M 0.34%
51,873
+7,209
50
$1.42M 0.33%
18,648
-14,334
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