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
$547M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.27M
3
+$3.47M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$3.16M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$2.2M

Top Sells

1
+$1.46M
2
+$1.41M
3
+$1.08M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$971K
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$914K

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 3.38%
3 Financials 2.97%
4 Communication Services 2.35%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$819K 0.15%
5,319
+13
102
$799K 0.14%
13,624
-268
103
$785K 0.14%
13,285
+1,444
104
$777K 0.14%
61,942
+962
105
$773K 0.14%
8,479
+1,458
106
$765K 0.14%
7,172
+161
107
$749K 0.14%
5,136
-628
108
$739K 0.13%
2,897
-966
109
$738K 0.13%
17,886
-52
110
$732K 0.13%
26,137
+1,953
111
$729K 0.13%
5,109
+888
112
$696K 0.13%
3,494
+68
113
$693K 0.13%
51,222
+532
114
$692K 0.12%
29,648
-11,946
115
$686K 0.12%
1,468
+11
116
$680K 0.12%
23,676
+9,210
117
$666K 0.12%
21,387
+633
118
$641K 0.12%
2,459
+173
119
$634K 0.11%
7,246
-292
120
$629K 0.11%
1,235
-15
121
$626K 0.11%
26,785
+156
122
$626K 0.11%
2,004
-3
123
$620K 0.11%
5,106
124
$617K 0.11%
11,519
+361
125
$606K 0.11%
10,349
+166
3 4
5
6 7