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
$424M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$11.5M
3
+$2.74M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.41M
5
PFE icon
Pfizer
PFE
+$1.13M

Top Sells

1
+$2.37M
2
+$2.15M
3
+$2.1M
4
PYPL icon
PayPal
PYPL
+$1.09M
5
AAPL icon
Apple
AAPL
+$993K

Sector Composition

1 Technology 8.77%
2 Consumer Discretionary 4.06%
3 Financials 3.69%
4 Healthcare 2.22%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$932K 0.22%
14,530
+1,100
77
$915K 0.21%
8,704
+104
78
$912K 0.21%
18,936
+1,020
79
$901K 0.21%
24,092
-474
80
$882K 0.21%
6,811
-306
81
$868K 0.2%
18,344
-2,361
82
$849K 0.2%
16,843
-34
83
$847K 0.2%
11,574
+1,152
84
$830K 0.19%
3,907
+699
85
$826K 0.19%
3,248
-1,605
86
$798K 0.19%
17,163
-1,930
87
$795K 0.19%
20,173
-858
88
$788K 0.19%
8,046
-1,216
89
$785K 0.18%
12,348
+184
90
$784K 0.18%
3,701
+778
91
$778K 0.18%
2,253
+175
92
$772K 0.18%
30,554
+2,437
93
$771K 0.18%
61,166
-20,848
94
$768K 0.18%
7,387
-1,539
95
$760K 0.18%
37,374
-6,591
96
$743K 0.17%
25,676
+1,128
97
$742K 0.17%
13,871
+1
98
$741K 0.17%
31,363
+1,537
99
$737K 0.17%
23,614
-6,242
100
$735K 0.17%
1,779
-700
2 3
4
5 6