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
$286M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$2.17M
3
+$2.13M
4
KSCD
KFA Small Cap Quality Dividend Index ETF
KSCD
+$2.1M
5
INTC icon
Intel
INTC
+$1.75M

Top Sells

1
+$1.06M
2
+$1.03M
3
+$1.02M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$992K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$987K

Sector Composition

1 Technology 10.98%
2 Financials 6.83%
3 Consumer Discretionary 6.09%
4 Healthcare 4.8%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$722K 0.25%
1,307
-33
102
$719K 0.25%
28,856
-14,944
103
$714K 0.25%
+16,735
104
$703K 0.25%
2,686
+8
105
$700K 0.25%
13,870
+5
106
$699K 0.24%
4,912
-1,091
107
$696K 0.24%
24,548
-882
108
$694K 0.24%
3,955
+807
109
$693K 0.24%
28,117
-5
110
$684K 0.24%
+10,422
111
$683K 0.24%
6,406
-302
112
$677K 0.24%
29,826
+4,355
113
$676K 0.24%
5,004
-78
114
$658K 0.23%
7,800
+2,802
115
$650K 0.23%
23,537
-7,542
116
$647K 0.23%
20,191
+1,695
117
$645K 0.23%
25,921
-12,266
118
$643K 0.22%
1,761
+552
119
$640K 0.22%
34,720
-16,853
120
$638K 0.22%
6,756
-180
121
$630K 0.22%
5,301
-98
122
$624K 0.22%
3,208
+519
123
$614K 0.21%
11,970
-27
124
$613K 0.21%
2,078
+901
125
$611K 0.21%
2,386
+903
3 4
5
6 7