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
$437M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.1M
3
+$2.28M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.54M
5
AVGO icon
Broadcom
AVGO
+$1.16M

Top Sells

1
+$2.56M
2
+$2.56M
3
+$2.46M
4
C icon
Citigroup
C
+$1.59M
5
GAPR icon
FT Vest US Equity Moderate Buffer ETF April
GAPR
+$717K

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 4.24%
3 Financials 3.15%
4 Healthcare 2.09%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1M 0.23%
10,645
+39
77
$973K 0.22%
23,802
-124
78
$966K 0.22%
7,329
+22
79
$966K 0.22%
16,519
-1,586
80
$953K 0.22%
5,978
81
$946K 0.22%
22,800
+35
82
$940K 0.21%
18,705
-5
83
$937K 0.21%
+31,470
84
$911K 0.21%
29,733
+2,946
85
$896K 0.2%
25,539
+188
86
$894K 0.2%
36,151
+8,581
87
$883K 0.2%
10,389
+322
88
$872K 0.2%
19,681
-1,384
89
$870K 0.2%
8,798
+63
90
$867K 0.2%
16,525
-63
91
$850K 0.19%
59,330
-7,800
92
$835K 0.19%
5,106
93
$824K 0.19%
4,299
+406
94
$823K 0.19%
6,396
-196
95
$814K 0.19%
3,300
-566
96
$803K 0.18%
5,668
+2,797
97
$800K 0.18%
23,524
+1,634
98
$771K 0.18%
12,140
-307
99
$769K 0.18%
31,022
+271
100
$765K 0.17%
5,449
-207
2 3
4
5 6