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
$437M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.1M
3
+$2.28M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.54M
5
AVGO icon
Broadcom
AVGO
+$1.16M

Top Sells

1
+$2.56M
2
+$2.56M
3
+$2.46M
4
C icon
Citigroup
C
+$1.59M
5
GAPR icon
FT Vest US Equity Moderate Buffer ETF April
GAPR
+$717K

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 4.24%
3 Financials 3.15%
4 Healthcare 2.09%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$760K 0.17%
61,190
-162
102
$748K 0.17%
3,295
-18
103
$724K 0.17%
13,954
+78
104
$722K 0.16%
1,431
-75
105
$716K 0.16%
18,479
-421
106
$715K 0.16%
6,085
+230
107
$713K 0.16%
+24,800
108
$710K 0.16%
25,804
+128
109
$702K 0.16%
4,839
-2
110
$686K 0.16%
7,593
+1,451
111
$676K 0.15%
22,811
+819
112
$665K 0.15%
31,332
-50
113
$665K 0.15%
20,509
-1,694
114
$643K 0.15%
2,416
115
$630K 0.14%
12,719
+300
116
$623K 0.14%
6,604
+197
117
$623K 0.14%
34,420
+3,449
118
$618K 0.14%
20,329
+1,049
119
$616K 0.14%
5,356
-5,571
120
$584K 0.13%
2,922
-157
121
$583K 0.13%
5,338
122
$571K 0.13%
5,825
+55
123
$555K 0.13%
4,736
-24
124
$543K 0.12%
19,262
-40
125
$539K 0.12%
49,125
-4,734
3 4
5
6 7