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
$339M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.58M
3
+$1.6M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$1.36M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$1.07M

Top Sells

1
+$1.36M
2
+$1.35M
3
+$1.11M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.11M
5
NVDA icon
NVIDIA
NVDA
+$1.03M

Sector Composition

1 Technology 16.01%
2 Consumer Discretionary 9.25%
3 Financials 7.11%
4 Communication Services 5.68%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$873K 0.26%
14,240
-135
102
$856K 0.25%
3,369
-376
103
$821K 0.24%
12,147
-17
104
$819K 0.24%
12,441
-10,696
105
$786K 0.23%
10,795
+219
106
$780K 0.23%
11,818
-16,840
107
$774K 0.23%
21,480
-663
108
$773K 0.23%
9,052
-501
109
$758K 0.22%
3,409
+395
110
$742K 0.22%
13,100
+455
111
$733K 0.22%
3,787
112
$729K 0.22%
14,363
-58
113
$728K 0.21%
27,779
-135
114
$721K 0.21%
4,430
+460
115
$719K 0.21%
1,268
+297
116
$711K 0.21%
2,075
+17
117
$705K 0.21%
2,728
-375
118
$703K 0.21%
6,063
-90
119
$688K 0.2%
1,370
-5
120
$680K 0.2%
16,381
-1,321
121
$678K 0.2%
42,888
+17,065
122
$675K 0.2%
4,182
-1,018
123
$668K 0.2%
10,351
+71
124
$667K 0.2%
11,293
-193
125
$662K 0.2%
7,761
3 4
5
6 7