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
$547M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.27M
3
+$3.47M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$3.16M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$2.2M

Top Sells

1
+$1.46M
2
+$1.41M
3
+$1.08M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$971K
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$914K

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 3.38%
3 Financials 2.97%
4 Communication Services 2.35%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.33%
35,392
+5,173
52
$1.82M 0.33%
7,277
-17
53
$1.78M 0.32%
37,689
+6,563
54
$1.66M 0.3%
11,355
-458
55
$1.62M 0.29%
53,433
+22,068
56
$1.58M 0.29%
56,445
+19
57
$1.55M 0.28%
47,654
+10,315
58
$1.53M 0.28%
9,004
+202
59
$1.53M 0.28%
16,482
-106
60
$1.52M 0.27%
10,113
61
$1.5M 0.27%
14,615
+6,184
62
$1.49M 0.27%
23,820
-9,308
63
$1.48M 0.27%
8,999
-7
64
$1.48M 0.27%
6,384
-400
65
$1.43M 0.26%
24,032
+110
66
$1.36M 0.24%
21,184
+532
67
$1.35M 0.24%
3,932
-541
68
$1.34M 0.24%
19,821
+24
69
$1.33M 0.24%
18,025
-61
70
$1.28M 0.23%
71,751
-21,520
71
$1.23M 0.22%
41,676
-12,828
72
$1.2M 0.22%
10,867
+151
73
$1.16M 0.21%
3,685
+224
74
$1.15M 0.21%
22,798
+5,805
75
$1.13M 0.2%
28,126
+917
1 2
3
4 5