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
$424M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$11.5M
3
+$2.74M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.41M
5
PFE icon
Pfizer
PFE
+$1.13M

Top Sells

1
+$2.37M
2
+$2.15M
3
+$2.1M
4
PYPL icon
PayPal
PYPL
+$1.09M
5
AAPL icon
Apple
AAPL
+$993K

Sector Composition

1 Technology 8.77%
2 Consumer Discretionary 4.06%
3 Financials 3.69%
4 Healthcare 2.22%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$727K 0.17%
23,388
-7,020
102
$713K 0.17%
1,508
-30
103
$699K 0.16%
5,106
104
$680K 0.16%
6,197
-209
105
$678K 0.16%
3,313
-37
106
$665K 0.16%
51,002
+18,842
107
$665K 0.16%
2,751
+65
108
$662K 0.16%
864
+630
109
$659K 0.15%
4,165
-747
110
$638K 0.15%
5,203
-98
111
$634K 0.15%
6,556
-200
112
$614K 0.14%
20,985
-7,871
113
$605K 0.14%
29,046
+11,668
114
$598K 0.14%
2,446
115
$595K 0.14%
21,113
+2,800
116
$594K 0.14%
21,890
117
$583K 0.14%
6,345
+3,345
118
$583K 0.14%
1,012
-295
119
$581K 0.14%
18,541
-1,650
120
$579K 0.14%
6,986
-814
121
$575K 0.14%
4,414
-590
122
$559K 0.13%
7,309
+3
123
$557K 0.13%
19,641
-3,391
124
$550K 0.13%
24,876
+800
125
$548K 0.13%
19,180
+467
3 4
5
6 7