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
$437M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.1M
3
+$2.28M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.54M
5
AVGO icon
Broadcom
AVGO
+$1.16M

Top Sells

1
+$2.56M
2
+$2.56M
3
+$2.46M
4
C icon
Citigroup
C
+$1.59M
5
GAPR icon
FT Vest US Equity Moderate Buffer ETF April
GAPR
+$717K

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 4.24%
3 Financials 3.15%
4 Healthcare 2.09%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 0.55%
130,717
-14,905
27
$2.38M 0.54%
28,690
+14,020
28
$2.38M 0.54%
6,646
+467
29
$2.31M 0.53%
40,211
+886
30
$2.09M 0.48%
65,125
-17,612
31
$2.08M 0.47%
20,170
-11
32
$2.03M 0.46%
54,160
-68,464
33
$2.02M 0.46%
98,829
-8,722
34
$1.97M 0.45%
63,386
-2,953
35
$1.92M 0.44%
72,076
+3,803
36
$1.92M 0.44%
12,334
+420
37
$1.9M 0.43%
53,500
+10
38
$1.81M 0.41%
17,563
+94
39
$1.76M 0.4%
86,570
+56,921
40
$1.73M 0.39%
16,108
-660
41
$1.7M 0.39%
36,745
+2,053
42
$1.66M 0.38%
8,549
-59
43
$1.65M 0.38%
24,748
-38,376
44
$1.62M 0.37%
3,896
+80
45
$1.54M 0.35%
27,219
-43,456
46
$1.54M 0.35%
2,721
-76
47
$1.54M 0.35%
+21,547
48
$1.48M 0.34%
61,097
+2,835
49
$1.46M 0.33%
6,806
50
$1.42M 0.33%
9,751
-702
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