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
$571M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.26M
3
+$2.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.5M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$1.45M

Top Sells

1
+$2.48M
2
+$782K
3
+$752K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$608K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$584K

Sector Composition

1 Technology 10.88%
2 Financials 3.37%
3 Consumer Discretionary 2.99%
4 Communication Services 2.23%
5 Consumer Staples 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.31%
6,858
-2,039
52
$1.77M 0.31%
17,206
+1,120
53
$1.73M 0.3%
24,073
+125
54
$1.72M 0.3%
51,858
+1,450
55
$1.71M 0.3%
37,998
+5,742
56
$1.66M 0.29%
9,741
+49
57
$1.61M 0.28%
10,035
-58
58
$1.58M 0.28%
5,882
-126
59
$1.57M 0.27%
23,847
-2,345
60
$1.52M 0.26%
17,284
-8
61
$1.51M 0.26%
8,887
-38
62
$1.42M 0.25%
12,988
+837
63
$1.4M 0.24%
15,081
-1,637
64
$1.4M 0.24%
17,010
+2
65
$1.32M 0.23%
58,246
-2,767
66
$1.32M 0.23%
5,304
-101
67
$1.3M 0.23%
53,997
-125
68
$1.3M 0.23%
3,536
-215
69
$1.25M 0.22%
46,544
+1,993
70
$1.24M 0.22%
10,798
-272
71
$1.22M 0.21%
4,958
+235
72
$1.22M 0.21%
25,164
-15,559
73
$1.2M 0.21%
27,061
-901
74
$1.19M 0.21%
17,427
+1,612
75
$1.16M 0.2%
39,428
+1,276
1 2
3
4 5