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
$547M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.27M
3
+$3.47M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$3.16M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$2.2M

Top Sells

1
+$1.46M
2
+$1.41M
3
+$1.08M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$971K
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$914K

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 3.38%
3 Financials 2.97%
4 Communication Services 2.35%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.13M 0.2%
19,709
+6
77
$1.11M 0.2%
6,749
-558
78
$1.1M 0.2%
6,706
-518
79
$1.08M 0.19%
3,229
-35
80
$1.07M 0.19%
5,888
-26
81
$1.06M 0.19%
9,638
+360
82
$1.03M 0.19%
15,592
+97
83
$1.03M 0.19%
12,649
-5,255
84
$1.01M 0.18%
56,022
+7,692
85
$1.01M 0.18%
27,306
+7,191
86
$998K 0.18%
13,341
+76
87
$970K 0.18%
37,052
+6,609
88
$955K 0.17%
4,719
+31
89
$949K 0.17%
5,489
-31
90
$945K 0.17%
8,208
+2,081
91
$937K 0.17%
2,572
+2
92
$933K 0.17%
9,068
-950
93
$906K 0.16%
36,019
-15,530
94
$898K 0.16%
22,577
-1,697
95
$884K 0.16%
19,815
+10,568
96
$882K 0.16%
24,999
-13,656
97
$872K 0.16%
44,336
-12,912
98
$841K 0.15%
928
+30
99
$836K 0.15%
26,064
-12,545
100
$835K 0.15%
37,040
+4,492
2 3
4
5 6