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
$473M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.11M
3
+$2.02M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.71M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.15M

Top Sells

1
+$1.9M
2
+$1.57M
3
+$1.54M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.54M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$784K

Sector Composition

1 Technology 10.26%
2 Consumer Discretionary 4.18%
3 Financials 3.07%
4 Healthcare 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.84M 0.6%
6,925
+279
27
$2.74M 0.58%
48,775
-7,475
28
$2.61M 0.55%
17,707
+144
29
$2.54M 0.54%
134,200
+3,483
30
$2.4M 0.51%
44,560
+31,841
31
$2.36M 0.5%
89,683
-9,146
32
$2.19M 0.46%
20,124
-46
33
$2.19M 0.46%
27,596
+6,049
34
$2.13M 0.45%
46,512
+18,077
35
$2.12M 0.45%
16,173
+65
36
$2.05M 0.43%
60,214
-3,172
37
$2M 0.42%
68,111
+7,014
38
$1.89M 0.4%
12,084
-250
39
$1.88M 0.4%
57,923
+26,453
40
$1.87M 0.4%
8,534
-15
41
$1.87M 0.39%
3,859
-37
42
$1.81M 0.38%
2,736
+15
43
$1.8M 0.38%
70,492
+8,668
44
$1.78M 0.38%
27,924
-12,287
45
$1.73M 0.37%
56,842
-8,283
46
$1.64M 0.35%
6,794
-12
47
$1.63M 0.35%
3,737
+429
48
$1.61M 0.34%
32,041
+5,050
49
$1.6M 0.34%
4,614
-38
50
$1.58M 0.34%
31,806
-817
1
2
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