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
$339M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.58M
3
+$1.6M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$1.36M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$1.07M

Top Sells

1
+$1.36M
2
+$1.35M
3
+$1.11M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.11M
5
NVDA icon
NVIDIA
NVDA
+$1.03M

Sector Composition

1 Technology 16.01%
2 Consumer Discretionary 9.25%
3 Financials 7.11%
4 Communication Services 5.68%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.66M 0.49%
3,617
+222
52
$1.62M 0.48%
36,542
+13,321
53
$1.61M 0.47%
102,103
-6,200
54
$1.56M 0.46%
20,349
-318
55
$1.55M 0.46%
10,281
-347
56
$1.52M 0.45%
25,428
+3,389
57
$1.5M 0.44%
29,645
+350
58
$1.44M 0.42%
17,191
-9
59
$1.44M 0.42%
5,831
60
$1.43M 0.42%
9,224
+4,647
61
$1.41M 0.41%
4,707
+256
62
$1.39M 0.41%
28,215
+4,240
63
$1.37M 0.4%
9,480
+540
64
$1.36M 0.4%
33,700
+4,932
65
$1.34M 0.39%
44,589
+26
66
$1.33M 0.39%
42,405
-5,401
67
$1.29M 0.38%
28,235
-19,144
68
$1.27M 0.38%
7,796
+100
69
$1.27M 0.37%
47,778
+19,864
70
$1.25M 0.37%
5,156
71
$1.23M 0.36%
4,602
-328
72
$1.21M 0.36%
6,913
-92
73
$1.2M 0.35%
7,169
+66
74
$1.19M 0.35%
37,065
-179
75
$1.17M 0.35%
24,461
-214
1 2
3
4 5