IA

Insight Advisors Portfolio holdings

AUM $660M
1-Year Est. Return 14.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$620M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$4.09M
3
+$3.32M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.24M
5
WTV icon
WisdomTree US Value Fund
WTV
+$3.23M

Top Sells

1
+$5.47M
2
+$4.74M
3
+$3.7M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.87M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.31M

Sector Composition

1 Technology 11.6%
2 Financials 3.2%
3 Consumer Discretionary 2.99%
4 Communication Services 2.43%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.9M 0.63%
34,166
+12,872
27
$3.65M 0.59%
27,230
+1,430
28
$3.45M 0.56%
100,150
+3,504
29
$3.45M 0.56%
+158,430
30
$3.4M 0.55%
5,130
+37
31
$3.39M 0.55%
19,169
-51
32
$3.37M 0.54%
18,973
+205
33
$3.31M 0.53%
3,340
-31
34
$3.17M 0.51%
51,146
+1,822
35
$3.08M 0.5%
141,656
+941
36
$2.9M 0.47%
28,507
+2,550
37
$2.68M 0.43%
78,773
-13,694
38
$2.65M 0.43%
138,739
+2,951
39
$2.64M 0.43%
8,650
+6,259
40
$2.61M 0.42%
+68,631
41
$2.59M 0.42%
18,239
+1,033
42
$2.58M 0.42%
29,805
43
$2.41M 0.39%
8,481
-39
44
$2.19M 0.35%
14,628
-134
45
$2.18M 0.35%
2,949
-791
46
$2.12M 0.34%
10,831
+8,171
47
$2.07M 0.33%
6,520
-338
48
$2.06M 0.33%
7,453
49
$2.06M 0.33%
43,463
+24,298
50
$2.04M 0.33%
40,118
+1,765
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