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
$571M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.26M
3
+$2.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.5M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$1.45M

Top Sells

1
+$2.48M
2
+$782K
3
+$752K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$608K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$584K

Sector Composition

1 Technology 10.88%
2 Financials 3.37%
3 Consumer Discretionary 2.99%
4 Communication Services 2.23%
5 Consumer Staples 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$781K 0.14%
17,117
-2,362
102
$773K 0.13%
16,241
+3,778
103
$765K 0.13%
33,908
-4,519
104
$755K 0.13%
2,153
+345
105
$739K 0.13%
7,070
-56
106
$722K 0.13%
5,449
-7
107
$717K 0.12%
7,364
108
$704K 0.12%
29,569
+5,805
109
$689K 0.12%
2,391
+539
110
$682K 0.12%
7,302
+177
111
$675K 0.12%
4,621
-25
112
$669K 0.12%
8,970
+1,413
113
$666K 0.12%
23,500
+11,750
114
$639K 0.11%
11,095
-341
115
$639K 0.11%
3,168
+526
116
$639K 0.11%
7,568
+949
117
$637K 0.11%
1,315
-25
118
$637K 0.11%
13,598
+6,307
119
$620K 0.11%
5,102
120
$619K 0.11%
1,386
-23
121
$619K 0.11%
61,683
+33
122
$615K 0.11%
9,431
+80
123
$611K 0.11%
3,094
+6
124
$608K 0.11%
18,797
-7,933
125
$607K 0.11%
1,294
-123
3 4
5
6 7