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
$584M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$3.26M
3
+$1.55M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.43M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.21M

Top Sells

1
+$9.35M
2
+$1.61M
3
+$788K
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$704K
5
NVDA icon
NVIDIA
NVDA
+$639K

Sector Composition

1 Technology 12.62%
2 Consumer Discretionary 3.65%
3 Financials 3.25%
4 Communication Services 2.41%
5 Consumer Staples 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.32%
16,997
+2,899
52
$1.81M 0.31%
26,192
+4,418
53
$1.79M 0.3%
6,008
-139
54
$1.79M 0.3%
9,692
+318
55
$1.71M 0.29%
16,718
+201
56
$1.69M 0.28%
23,948
-66
57
$1.65M 0.28%
50,408
-884
58
$1.63M 0.27%
10,093
-24
59
$1.58M 0.27%
11,023
-169
60
$1.57M 0.26%
17,292
-2,731
61
$1.49M 0.25%
29,691
+4,259
62
$1.49M 0.25%
8,925
+14
63
$1.46M 0.25%
70,222
-1,891
64
$1.46M 0.25%
3,751
-16
65
$1.46M 0.25%
32,256
+5,408
66
$1.44M 0.24%
17,008
-14
67
$1.31M 0.22%
11,070
-243
68
$1.31M 0.22%
12,151
+2,653
69
$1.25M 0.21%
3,616
-56
70
$1.21M 0.2%
61,013
-13,071
71
$1.2M 0.2%
27,962
-607
72
$1.19M 0.2%
5,405
-140
73
$1.19M 0.2%
44,551
+975
74
$1.19M 0.2%
9,312
-499
75
$1.16M 0.2%
5,859
-5
1 2
3
4 5