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
$571M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.26M
3
+$2.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.5M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$1.45M

Top Sells

1
+$2.48M
2
+$782K
3
+$752K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$608K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$584K

Sector Composition

1 Technology 10.88%
2 Financials 3.37%
3 Consumer Discretionary 2.99%
4 Communication Services 2.23%
5 Consumer Staples 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.86M 0.67%
24,932
-516
27
$3.57M 0.62%
+43,469
28
$3.32M 0.58%
19,220
+4
29
$3.19M 0.55%
3,371
+86
30
$2.98M 0.52%
96,646
+9,515
31
$2.95M 0.51%
140,715
+3,341
32
$2.93M 0.51%
18,768
+848
33
$2.9M 0.51%
92,467
+11,530
34
$2.88M 0.5%
49,324
+9,500
35
$2.77M 0.48%
5,093
+50
36
$2.73M 0.47%
29,805
37
$2.72M 0.47%
72,481
-2,702
38
$2.69M 0.47%
25,957
+4,187
39
$2.57M 0.45%
135,788
+4,468
40
$2.41M 0.42%
2,580
-4
41
$2.35M 0.41%
21,294
+4,297
42
$2.33M 0.41%
37,740
-173
43
$2.16M 0.38%
3,740
+9
44
$2.1M 0.37%
10,849
-1,583
45
$2.08M 0.36%
8,520
-40
46
$2.08M 0.36%
23,160
-1,139
47
$2.06M 0.36%
14,762
-45
48
$1.88M 0.33%
7,453
+77
49
$1.87M 0.33%
38,353
+1,661
50
$1.84M 0.32%
11,086
+63
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