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
$574M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.12M
3
+$2M
4
INTC icon
Intel
INTC
+$1.74M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.55M

Top Sells

1
+$2.73M
2
+$1.61M
3
+$1.57M
4
NVDA icon
NVIDIA
NVDA
+$1.24M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$1.11M

Sector Composition

1 Technology 11.97%
2 Consumer Discretionary 3.24%
3 Financials 3.06%
4 Communication Services 2.16%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.61M 0.62%
77,513
-2,573
27
$3.44M 0.59%
19,723
+28
28
$3.1M 0.53%
143,822
+7,783
29
$3.08M 0.53%
15,570
-4,106
30
$2.97M 0.51%
17,792
+488
31
$2.92M 0.5%
4,971
+97
32
$2.9M 0.5%
3,277
+247
33
$2.84M 0.49%
63,005
+11,879
34
$2.81M 0.48%
24,772
-26
35
$2.78M 0.48%
29,805
-1,200
36
$2.69M 0.46%
81,445
+4,291
37
$2.58M 0.44%
134,208
+435
38
$2.55M 0.44%
9,735
-4,125
39
$2.47M 0.43%
15,070
-985
40
$2.43M 0.42%
38,696
-2,888
41
$2.32M 0.4%
15,148
+122
42
$2.19M 0.38%
35,173
+24,824
43
$2.09M 0.36%
66,048
+12,615
44
$2.09M 0.36%
8,575
+41
45
$2.08M 0.36%
3,633
-81
46
$2.01M 0.35%
37,355
+1,963
47
$2M 0.34%
7,463
+186
48
$1.91M 0.33%
17,477
+2,862
49
$1.91M 0.33%
36,154
-1,535
50
$1.81M 0.31%
11,192
-163
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