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
$339M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.58M
3
+$1.6M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$1.36M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$1.07M

Top Sells

1
+$1.36M
2
+$1.35M
3
+$1.11M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.11M
5
NVDA icon
NVIDIA
NVDA
+$1.03M

Sector Composition

1 Technology 16.01%
2 Consumer Discretionary 9.25%
3 Financials 7.11%
4 Communication Services 5.68%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.17M 0.34%
26,228
+6,035
77
$1.15M 0.34%
6,607
-17
78
$1.14M 0.34%
15,425
+2,679
79
$1.12M 0.33%
7,063
+39
80
$1.11M 0.33%
6,183
+69
81
$1.08M 0.32%
25,735
+42
82
$1.07M 0.32%
18,369
-52
83
$1.04M 0.31%
8,722
+12
84
$1.03M 0.3%
21,375
+4,410
85
$1.01M 0.3%
15,092
+1
86
$1M 0.3%
1,503
-192
87
$991K 0.29%
27,057
+1,167
88
$988K 0.29%
19,007
+312
89
$973K 0.29%
17,428
+76
90
$970K 0.29%
9,120
+20
91
$970K 0.29%
8,467
+46
92
$963K 0.28%
1,697
-76
93
$958K 0.28%
27,700
-559
94
$942K 0.28%
4,608
+616
95
$929K 0.27%
3,041
-142
96
$911K 0.27%
34,127
-53
97
$909K 0.27%
9,997
-4,305
98
$901K 0.27%
13,135
-16,232
99
$895K 0.26%
53,000
+3,000
100
$895K 0.26%
17,281
+1,356
2 3
4
5 6