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
$424M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$11.5M
3
+$2.74M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.41M
5
PFE icon
Pfizer
PFE
+$1.13M

Top Sells

1
+$2.37M
2
+$2.15M
3
+$2.1M
4
PYPL icon
PayPal
PYPL
+$1.09M
5
AAPL icon
Apple
AAPL
+$993K

Sector Composition

1 Technology 8.77%
2 Consumer Discretionary 4.06%
3 Financials 3.69%
4 Healthcare 2.22%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.33%
2,837
-437
52
$1.38M 0.32%
10,259
-29
53
$1.34M 0.31%
32,727
+2,951
54
$1.31M 0.31%
5,871
55
$1.27M 0.3%
28,222
+3,114
56
$1.2M 0.28%
36,995
+1,192
57
$1.18M 0.28%
4,231
-1,460
58
$1.17M 0.27%
7,088
-176
59
$1.16M 0.27%
3,087
+106
60
$1.13M 0.27%
4,899
-428
61
$1.13M 0.27%
18,077
+2,988
62
$1.09M 0.26%
3,523
-541
63
$1.08M 0.25%
23,520
+4,066
64
$1.08M 0.25%
45,876
+6,976
65
$1.07M 0.25%
46,112
-15,140
66
$1.04M 0.24%
24,099
+7,364
67
$1.03M 0.24%
66,680
+34,100
68
$1M 0.24%
10,650
+6
69
$999K 0.23%
22,858
+2,465
70
$987K 0.23%
15,454
+11
71
$974K 0.23%
38,892
+830
72
$968K 0.23%
6,095
-26
73
$961K 0.23%
19,548
-9,234
74
$957K 0.22%
25,187
+606
75
$944K 0.22%
24,278
-6,425
1 2
3
4 5