IA

Insight Advisors Portfolio holdings

AUM $660M
1-Year Est. Return 14.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$620M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$4.09M
3
+$3.32M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.24M
5
WTV icon
WisdomTree US Value Fund
WTV
+$3.23M

Top Sells

1
+$5.47M
2
+$4.74M
3
+$3.7M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.87M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.31M

Sector Composition

1 Technology 11.6%
2 Financials 3.2%
3 Consumer Discretionary 2.99%
4 Communication Services 2.43%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.26M 0.2%
3,443
-93
77
$1.25M 0.2%
28,739
+270
78
$1.2M 0.19%
44,303
-2,241
79
$1.2M 0.19%
69,863
-642
80
$1.18M 0.19%
6,497
+2
81
$1.15M 0.19%
2,705
+2
82
$1.14M 0.18%
5,841
83
$1.12M 0.18%
26,274
-787
84
$1.1M 0.18%
44,394
+1,155
85
$1.08M 0.17%
37,491
-105
86
$1.07M 0.17%
+44,797
87
$1.07M 0.17%
2,691
-187
88
$1.06M 0.17%
8,480
-343
89
$1.03M 0.17%
3,185
+17
90
$1.03M 0.17%
21,709
-942
91
$995K 0.16%
14,735
-604
92
$962K 0.16%
8,925
+12
93
$961K 0.16%
1,234
+127
94
$940K 0.15%
17,058
-54,274
95
$933K 0.15%
62,825
+3,577
96
$882K 0.14%
+39,941
97
$881K 0.14%
13,111
+3
98
$860K 0.14%
14,058
+460
99
$846K 0.14%
9,210
+240
100
$844K 0.14%
6,329
2 3
4
5 6