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
$584M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$3.26M
3
+$1.55M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.43M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.21M

Top Sells

1
+$9.35M
2
+$1.61M
3
+$788K
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$704K
5
NVDA icon
NVIDIA
NVDA
+$639K

Sector Composition

1 Technology 12.62%
2 Consumer Discretionary 3.65%
3 Financials 3.25%
4 Communication Services 2.41%
5 Consumer Staples 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.57M 0.6%
70,615
-8,849
27
$3.45M 0.58%
17,920
+128
28
$3.39M 0.57%
78,607
+15,602
29
$3.3M 0.56%
75,183
-2,330
30
$3.25M 0.55%
19,216
-507
31
$3.17M 0.53%
5,043
+72
32
$3.03M 0.51%
3,285
+8
33
$2.78M 0.47%
29,805
34
$2.67M 0.45%
87,131
+5,686
35
$2.58M 0.44%
137,374
-6,448
36
$2.55M 0.43%
14,807
-341
37
$2.48M 0.42%
131,320
-2,888
38
$2.48M 0.42%
39,824
+4,651
39
$2.43M 0.41%
12,432
-3,138
40
$2.39M 0.4%
24,299
-473
41
$2.35M 0.4%
80,937
+14,889
42
$2.33M 0.39%
2,584
+35
43
$2.32M 0.39%
37,913
-783
44
$2.21M 0.37%
3,731
+98
45
$2.18M 0.37%
8,560
-15
46
$2.17M 0.37%
21,770
+4,293
47
$2.07M 0.35%
7,376
-87
48
$1.99M 0.34%
40,723
+3,368
49
$1.97M 0.33%
36,692
+538
50
$1.97M 0.33%
16,086
+1,016
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