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
$286M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$2.17M
3
+$2.13M
4
KSCD
KFA Small Cap Quality Dividend Index ETF
KSCD
+$2.1M
5
INTC icon
Intel
INTC
+$1.75M

Top Sells

1
+$1.06M
2
+$1.03M
3
+$1.02M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$992K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$987K

Sector Composition

1 Technology 10.98%
2 Financials 6.83%
3 Consumer Discretionary 6.09%
4 Healthcare 4.8%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.48%
28,782
-1,053
52
$1.35M 0.47%
6,816
-79
53
$1.33M 0.47%
20,779
-2,847
54
$1.26M 0.44%
16,539
-552
55
$1.26M 0.44%
4,064
+102
56
$1.23M 0.43%
30,703
+4,107
57
$1.22M 0.43%
29,776
-12,969
58
$1.2M 0.42%
44,664
-25,970
59
$1.18M 0.41%
3,728
+100
60
$1.14M 0.4%
35,803
-372
61
$1.13M 0.39%
25,108
+102
62
$1.13M 0.39%
33,793
-3,412
63
$1.11M 0.39%
5,327
-98
64
$1.1M 0.39%
4,853
+488
65
$1.07M 0.37%
7,264
-296
66
$1.05M 0.37%
2,479
-254
67
$1.04M 0.37%
2,981
+97
68
$1.03M 0.36%
24,566
-99
69
$976K 0.34%
24,581
-154
70
$972K 0.34%
10,644
+215
71
$969K 0.34%
6,121
72
$964K 0.34%
7,117
+3,304
73
$957K 0.33%
82,014
-2,538
74
$936K 0.33%
15,089
+1
75
$934K 0.33%
9,262
-12
1 2
3
4 5