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
$473M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.11M
3
+$2.02M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.71M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.15M

Top Sells

1
+$1.9M
2
+$1.57M
3
+$1.54M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.54M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$784K

Sector Composition

1 Technology 10.26%
2 Consumer Discretionary 4.18%
3 Financials 3.07%
4 Healthcare 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.33%
54,613
-17,463
52
$1.57M 0.33%
54,360
+15,304
53
$1.54M 0.33%
68,018
+8,581
54
$1.47M 0.31%
10,113
-68
55
$1.42M 0.3%
9,692
-59
56
$1.37M 0.29%
5,859
57
$1.36M 0.29%
2,801
-2
58
$1.35M 0.29%
54,839
-2,128
59
$1.29M 0.27%
25,916
-10,829
60
$1.28M 0.27%
6,841
-192
61
$1.25M 0.27%
7,388
+53
62
$1.25M 0.26%
16,584
-56
63
$1.23M 0.26%
37,460
+167
64
$1.22M 0.26%
3,459
+21
65
$1.17M 0.25%
23,847
+45
66
$1.17M 0.25%
53,161
-33,409
67
$1.14M 0.24%
45,118
-2,843
68
$1.13M 0.24%
3,796
-33
69
$1.12M 0.24%
39,420
+3,269
70
$1.12M 0.24%
3,149
+2
71
$1.12M 0.24%
10,694
+49
72
$1.11M 0.24%
21,195
+762
73
$1.11M 0.23%
18,085
-5
74
$1.08M 0.23%
6,858
+1,190
75
$1.08M 0.23%
30,453
+720
1 2
3
4 5