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
$584M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$3.26M
3
+$1.55M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.43M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.21M

Top Sells

1
+$9.35M
2
+$1.61M
3
+$788K
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$704K
5
NVDA icon
NVIDIA
NVDA
+$639K

Sector Composition

1 Technology 12.62%
2 Consumer Discretionary 3.65%
3 Financials 3.25%
4 Communication Services 2.41%
5 Consumer Staples 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$782K 0.13%
11,843
-4,829
102
$763K 0.13%
7,364
103
$754K 0.13%
13,140
-334
104
$725K 0.12%
21,228
-517
105
$711K 0.12%
1,340
-29
106
$704K 0.12%
17,791
-503
107
$698K 0.12%
3,088
-99
108
$698K 0.12%
9,351
+110
109
$696K 0.12%
5,421
+8
110
$692K 0.12%
28,692
-7,018
111
$681K 0.12%
1,409
-52
112
$670K 0.11%
5,102
-4
113
$669K 0.11%
10,633
-3,180
114
$668K 0.11%
863
-82
115
$668K 0.11%
3,024
+230
116
$648K 0.11%
11,436
-278
117
$647K 0.11%
7,574
-50
118
$638K 0.11%
4,646
-525
119
$636K 0.11%
3,854
-105
120
$629K 0.11%
5,456
+16
121
$628K 0.11%
5,794
-38
122
$622K 0.1%
16,580
+911
123
$621K 0.1%
6,500
-954
124
$620K 0.1%
7,557
+1,069
125
$613K 0.1%
3,797
-227
3 4
5
6 7