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
$584M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$3.26M
3
+$1.55M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.43M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.21M

Top Sells

1
+$9.35M
2
+$1.61M
3
+$788K
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$704K
5
NVDA icon
NVIDIA
NVDA
+$639K

Sector Composition

1 Technology 12.62%
2 Consumer Discretionary 3.65%
3 Financials 3.25%
4 Communication Services 2.41%
5 Consumer Staples 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.19%
28,335
+752
77
$1.14M 0.19%
40,510
-18,574
78
$1.13M 0.19%
6,483
-35
79
$1.13M 0.19%
15,815
-221
80
$1.13M 0.19%
4,723
+24
81
$1.13M 0.19%
3,055
-36
82
$1.09M 0.18%
2,702
+127
83
$1.09M 0.18%
38,152
+5,000
84
$1.08M 0.18%
54,122
-1,250
85
$1.01M 0.17%
13,231
-220
86
$997K 0.17%
16,252
-9,236
87
$990K 0.17%
22,552
-128
88
$926K 0.16%
15,620
-3,344
89
$921K 0.16%
6,074
-276
90
$918K 0.15%
9,253
-4,588
91
$905K 0.15%
37,454
+5,872
92
$901K 0.15%
8,522
+47
93
$875K 0.15%
19,479
+4,360
94
$860K 0.15%
26,730
-6,455
95
$858K 0.14%
38,427
+238
96
$852K 0.14%
30,532
+619
97
$840K 0.14%
14,726
+181
98
$819K 0.14%
7,126
+217
99
$798K 0.13%
2,754
-85
100
$786K 0.13%
15,467
-5,869
2 3
4
5 6