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
$547M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.27M
3
+$3.47M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$3.16M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$2.2M

Top Sells

1
+$1.46M
2
+$1.41M
3
+$1.08M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$971K
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$914K

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 3.38%
3 Financials 2.97%
4 Communication Services 2.35%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.17M 0.57%
17,304
+93
27
$3.16M 0.57%
122,028
+40,101
28
$3.16M 0.57%
19,695
+236
29
$3.07M 0.55%
24,798
+4,424
30
$2.91M 0.53%
31,005
31
$2.88M 0.52%
57,103
+14,122
32
$2.81M 0.51%
4,874
+970
33
$2.74M 0.5%
13,860
-1,727
34
$2.72M 0.49%
136,039
+520
35
$2.6M 0.47%
16,055
-1,649
36
$2.58M 0.47%
3,030
+37
37
$2.51M 0.45%
133,773
+381
38
$2.4M 0.43%
41,584
+813
39
$2.36M 0.43%
77,154
+11,256
40
$2.32M 0.42%
36,529
+5,693
41
$2.26M 0.41%
39,809
-17,075
42
$2.21M 0.4%
51,126
+22,223
43
$2.08M 0.37%
79,426
+16,305
44
$2.06M 0.37%
81,154
-35,938
45
$1.99M 0.36%
78,820
-33,692
46
$1.96M 0.35%
8,534
47
$1.89M 0.34%
2,794
-170
48
$1.87M 0.34%
3,714
-333
49
$1.86M 0.34%
15,026
-2,533
50
$1.84M 0.33%
19,170
-8,455
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