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
$574M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.12M
3
+$2M
4
INTC icon
Intel
INTC
+$1.74M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.55M

Top Sells

1
+$2.73M
2
+$1.61M
3
+$1.57M
4
NVDA icon
NVIDIA
NVDA
+$1.24M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$1.11M

Sector Composition

1 Technology 11.97%
2 Consumer Discretionary 3.24%
3 Financials 3.06%
4 Communication Services 2.16%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.21%
43,576
+6,524
77
$1.18M 0.2%
3,672
-13
78
$1.18M 0.2%
5,864
-24
79
$1.17M 0.2%
6,518
-188
80
$1.14M 0.2%
27,583
+277
81
$1.13M 0.19%
55,372
-650
82
$1.12M 0.19%
16,036
+444
83
$1.11M 0.19%
18,964
-745
84
$1.09M 0.19%
21,336
-53,353
85
$1.08M 0.19%
6,350
-399
86
$1.07M 0.18%
3,091
-138
87
$1.06M 0.18%
13,451
+110
88
$1.06M 0.18%
16,672
-7,148
89
$1.05M 0.18%
9,498
+4,239
90
$1.03M 0.18%
33,185
-8,491
91
$1.02M 0.18%
38,926
-42,228
92
$1.01M 0.17%
33,152
+9,476
93
$993K 0.17%
8,475
+267
94
$991K 0.17%
4,699
-20
95
$967K 0.17%
2,575
+3
96
$954K 0.16%
13,813
-22,716
97
$923K 0.16%
38,189
+1,149
98
$916K 0.16%
14,545
+1,260
99
$900K 0.16%
22,680
+103
100
$881K 0.15%
5,413
+94
2 3
4
5 6