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
$473M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.11M
3
+$2.02M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.71M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.15M

Top Sells

1
+$1.9M
2
+$1.57M
3
+$1.54M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.54M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$784K

Sector Composition

1 Technology 10.26%
2 Consumer Discretionary 4.18%
3 Financials 3.07%
4 Healthcare 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$782K 0.17%
13,935
-19
102
$774K 0.16%
32,552
+1,220
103
$769K 0.16%
18,318
-161
104
$761K 0.16%
35,895
+1,475
105
$743K 0.16%
60,974
-216
106
$737K 0.16%
25,788
-16
107
$722K 0.15%
23,524
108
$713K 0.15%
6,590
-14
109
$702K 0.15%
1,334
-97
110
$694K 0.15%
20,151
-178
111
$693K 0.15%
2,286
-130
112
$680K 0.14%
5,318
-20
113
$680K 0.14%
18,035
-2,474
114
$660K 0.14%
16,271
-37,889
115
$630K 0.13%
7,514
-79
116
$617K 0.13%
6,171
+86
117
$612K 0.13%
19,025
-237
118
$611K 0.13%
19,044
-16,717
119
$609K 0.13%
11,213
+482
120
$605K 0.13%
+19,162
121
$588K 0.12%
10,323
+3,781
122
$587K 0.12%
25,427
+153
123
$587K 0.12%
5,657
-10
124
$580K 0.12%
2,013
+59
125
$565K 0.12%
1,412
-3
3 4
5
6 7