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
$286M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$2.17M
3
+$2.13M
4
KSCD
KFA Small Cap Quality Dividend Index ETF
KSCD
+$2.1M
5
INTC icon
Intel
INTC
+$1.75M

Top Sells

1
+$1.06M
2
+$1.03M
3
+$1.02M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$992K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$987K

Sector Composition

1 Technology 10.98%
2 Financials 6.83%
3 Consumer Discretionary 6.09%
4 Healthcare 4.8%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$927K 0.32%
8,600
-104
77
$912K 0.32%
38,062
-12,268
78
$910K 0.32%
+30,408
79
$904K 0.32%
+20,705
80
$900K 0.31%
20,569
-1,283
81
$894K 0.31%
11,307
-93
82
$892K 0.31%
15,443
-501
83
$888K 0.31%
19,805
+135
84
$888K 0.31%
+29,856
85
$874K 0.31%
20,393
+208
86
$856K 0.3%
19,454
-9,490
87
$854K 0.3%
4,114
-274
88
$833K 0.29%
43,965
-22,206
89
$819K 0.29%
+19,093
90
$806K 0.28%
38,900
-2,014
91
$802K 0.28%
17,916
-573
92
$801K 0.28%
8,926
-200
93
$797K 0.28%
1,538
-8
94
$796K 0.28%
3,330
-647
95
$795K 0.28%
16,877
+418
96
$781K 0.27%
4,932
+150
97
$765K 0.27%
21,031
-3,632
98
$748K 0.26%
11,705
-1,710
99
$744K 0.26%
13,430
-510
100
$728K 0.25%
12,164
-570
2 3
4
5 6