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
$574M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.12M
3
+$2M
4
INTC icon
Intel
INTC
+$1.74M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.55M

Top Sells

1
+$2.73M
2
+$1.61M
3
+$1.57M
4
NVDA icon
NVIDIA
NVDA
+$1.24M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$1.11M

Sector Composition

1 Technology 11.97%
2 Consumer Discretionary 3.24%
3 Financials 3.06%
4 Communication Services 2.16%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$869K 0.15%
29,913
+3,776
102
$865K 0.15%
2,839
-58
103
$854K 0.15%
1,461
-7
104
$849K 0.15%
13,474
-150
105
$838K 0.14%
945
+17
106
$822K 0.14%
18,294
+408
107
$809K 0.14%
9,167
-3,482
108
$808K 0.14%
6,909
-263
109
$797K 0.14%
5,171
+35
110
$778K 0.13%
31,582
+4,797
111
$771K 0.13%
5,106
112
$758K 0.13%
27,058
-8,961
113
$750K 0.13%
21,745
+358
114
$734K 0.13%
35,710
-8,626
115
$727K 0.13%
7,364
-1,704
116
$721K 0.12%
11,714
+195
117
$720K 0.12%
1,233
-2
118
$707K 0.12%
15,119
+3,133
119
$706K 0.12%
8,038
-441
120
$683K 0.12%
2,627
121
$676K 0.12%
7,454
+208
122
$670K 0.12%
3,959
-6
123
$659K 0.11%
5,440
-222
124
$656K 0.11%
4,024
-33
125
$655K 0.11%
17,390
-7,609
3 4
5
6 7