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
$473M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.11M
3
+$2.02M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.71M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.15M

Top Sells

1
+$1.9M
2
+$1.57M
3
+$1.54M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.54M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$784K

Sector Composition

1 Technology 10.26%
2 Consumer Discretionary 4.18%
3 Financials 3.07%
4 Healthcare 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.23%
19,049
+344
77
$1.06M 0.23%
5,914
-64
78
$1.06M 0.22%
34,979
-5,314
79
$1.05M 0.22%
26,700
+1,161
80
$1.01M 0.21%
19,685
+4
81
$1.01M 0.21%
8,978
+180
82
$1.01M 0.21%
22,888
+88
83
$980K 0.21%
16,763
+238
84
$978K 0.21%
10,014
-375
85
$972K 0.21%
+29,634
86
$940K 0.2%
6,378
+1,642
87
$933K 0.2%
3,581
-718
88
$897K 0.19%
5,484
+35
89
$896K 0.19%
6,359
-970
90
$888K 0.19%
3,279
-21
91
$875K 0.19%
3,370
+75
92
$852K 0.18%
5,825
93
$845K 0.18%
12,242
+102
94
$836K 0.18%
7,127
-1,221
95
$833K 0.18%
32,817
+10,749
96
$830K 0.18%
5,106
97
$819K 0.17%
31,004
-18
98
$800K 0.17%
50,230
-9,100
99
$790K 0.17%
5,791
-605
100
$784K 0.17%
4,611
-228
2 3
4
5 6