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
$571M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.26M
3
+$2.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.5M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$1.45M

Top Sells

1
+$2.48M
2
+$782K
3
+$752K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$608K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$584K

Sector Composition

1 Technology 10.88%
2 Financials 3.37%
3 Consumer Discretionary 2.99%
4 Communication Services 2.23%
5 Consumer Staples 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.14M 0.2%
70,505
+283
77
$1.13M 0.2%
6,495
+12
78
$1.12M 0.19%
3,623
+7
79
$1.09M 0.19%
5,841
-18
80
$1.08M 0.19%
8,823
-489
81
$1.07M 0.19%
37,596
+7,064
82
$1.07M 0.19%
28,469
+134
83
$1.06M 0.18%
8,913
+391
84
$1.03M 0.18%
43,239
+5,785
85
$976K 0.17%
2,703
+1
86
$963K 0.17%
2,878
-177
87
$945K 0.16%
22,651
+99
88
$943K 0.16%
15,339
+613
89
$915K 0.16%
1,107
+244
90
$911K 0.16%
18,094
-11,597
91
$874K 0.15%
5,824
-250
92
$856K 0.15%
59,248
+21,473
93
$847K 0.15%
2,712
-42
94
$838K 0.15%
+19,165
95
$829K 0.14%
33,102
-7,408
96
$816K 0.14%
6,329
+1,805
97
$805K 0.14%
17,758
-33
98
$802K 0.14%
10,490
-2,741
99
$795K 0.14%
13,108
-32
100
$794K 0.14%
14,477
-1,143
2 3
4
5 6