IA

Insight Advisors Portfolio holdings

AUM $660M
1-Year Est. Return 14.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$620M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$4.09M
3
+$3.32M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.24M
5
WTV icon
WisdomTree US Value Fund
WTV
+$3.23M

Top Sells

1
+$5.47M
2
+$4.74M
3
+$3.7M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.87M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.31M

Sector Composition

1 Technology 11.6%
2 Financials 3.2%
3 Consumer Discretionary 2.99%
4 Communication Services 2.43%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.01M 0.32%
9,833
+92
52
$1.93M 0.31%
24,098
+25
53
$1.86M 0.3%
40,423
+2,425
54
$1.82M 0.29%
23,007
-153
55
$1.81M 0.29%
5,686
-196
56
$1.73M 0.28%
23,834
-13
57
$1.7M 0.27%
11,108
+22
58
$1.66M 0.27%
8,120
-2,729
59
$1.66M 0.27%
15,086
+5
60
$1.66M 0.27%
25,926
-11,814
61
$1.65M 0.27%
49,014
-2,844
62
$1.64M 0.26%
9,985
-50
63
$1.63M 0.26%
16,663
-621
64
$1.57M 0.25%
5,320
+16
65
$1.45M 0.23%
4,999
+41
66
$1.43M 0.23%
17,011
+1
67
$1.42M 0.23%
12,977
-11
68
$1.41M 0.23%
8,850
-37
69
$1.38M 0.22%
10,091
+2,523
70
$1.37M 0.22%
53,944
-53
71
$1.32M 0.21%
3,598
-25
72
$1.3M 0.21%
58,246
73
$1.28M 0.21%
17,137
-290
74
$1.28M 0.21%
10,367
-431
75
$1.28M 0.21%
39,171
-257
1 2
3
4 5