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
$437M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.1M
3
+$2.28M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.54M
5
AVGO icon
Broadcom
AVGO
+$1.16M

Top Sells

1
+$2.56M
2
+$2.56M
3
+$2.46M
4
C icon
Citigroup
C
+$1.59M
5
GAPR icon
FT Vest US Equity Moderate Buffer ETF April
GAPR
+$717K

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 4.24%
3 Financials 3.15%
4 Healthcare 2.09%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.32%
32,623
-876
52
$1.41M 0.32%
5,859
-13
53
$1.41M 0.32%
4,652
-115
54
$1.35M 0.31%
26,991
-702
55
$1.34M 0.31%
56,967
+5,579
56
$1.33M 0.3%
10,181
-78
57
$1.3M 0.3%
3,308
+143
58
$1.3M 0.3%
39,056
-553
59
$1.25M 0.28%
61,824
+4,526
60
$1.24M 0.28%
7,335
-658
61
$1.18M 0.27%
47,961
+3,796
62
$1.17M 0.27%
37,293
+209
63
$1.16M 0.27%
28,435
-2,844
64
$1.14M 0.26%
16,640
+128
65
$1.12M 0.26%
59,437
+1,201
66
$1.11M 0.25%
40,293
+6,321
67
$1.1M 0.25%
3,147
-222
68
$1.09M 0.25%
20,433
+2,424
69
$1.07M 0.24%
+35,761
70
$1.06M 0.24%
2,803
+303
71
$1.06M 0.24%
8,348
-2,979
72
$1.05M 0.24%
7,033
-44
73
$1.03M 0.24%
3,438
-89
74
$1.03M 0.24%
18,090
+12
75
$1.01M 0.23%
3,829
-88
1 2
3
4 5